FinFolio
FinFolio is a functional and fully featured portfolio management software for advisors having the growing performance reporting, light CRM, rebalancing, and more.
Best FinFolio Alternatives & Competitors
The best FinFolio alternatives based on verified products, community votes, reviews and other factors.
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MetaStock - #1 Stock Charting and Technical Analysis Software
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Stock Rover lets you find, compare and dive into equity data like never before. Effortlessly screen for stocks, plan trades and analyze portfolio performance.
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As the only API powered by the Prince HTML-to-PDF engine, DocRaptor provides the best support for complex PDFs with powerful support for headers, page breaks, page numbers, flexbox, watermarks, accessible PDFs, and much more
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TrendSpider Automated Technical Analysis Software is Trading Software for Day and Swing Traders that can Automatically analyze Stocks, ETFs, Forex, FX and Crypto charts in real time using cloud-based AI and powerful algorithms.
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The best charting tool for crypto and stocks
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Regardless of what markets you trade, what style of trader you are or if you require real time or...
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Ziggma is the web-based Investment Portfolio Management Software that makes investing easy.
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Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.
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Take control of your money now with Personal Capital. Manage assets and investments, get objective advice and strategies, all in one place.
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Investment Account Manager is an all-in-one portfolio management software that is providing you tools for centralized management for stocks, bonds, mutual funds, mutual exchange funds, and more.
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Keep Your Eye On Your Investments
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Dolibarr ERP CRM is an Open Source software package for small, medium or large companies, freelancers or foundations to manage business. It's a PHP project built by modules addition (invoice, proposal, contact, stock, order, hr, agenda. .
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HedgeGuard is an all-in-one portfolio management system that is creating an impact with its best-in-class combination and middle office outsourcing service for investment advisors.
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Investment Portfolio Management