--- description: Get detailed information about FinFolio usability, features, price, benefits and disadvantages from verified user experiences. Read reviews and discover similar tools on Capterra United Arab Emirates. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: FinFolio Price, Reviews & Ratings - Capterra United Arab Emirates 2026 --- Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [FinFolio](/software/170305/finfolio) # FinFolio Canonical: https://www.capterra.ae/software/170305/finfolio Page: 1 / 2\ Next: [Next page](https://www.capterra.ae/software/170305/finfolio?page=2) > Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers. > > Verdict: Rated **3.7/5** by 9 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses FinFolio? Investment advisors, wealth managers, RIAs, financial planners, brokers, hedge funds, family offices, and \#fintech developers. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **3.7/5** | 9 Reviews | | Ease of Use | 3.7/5 | Based on overall reviews | | Customer Support Software | 3.6/5 | Based on overall reviews | | Value for Money | 3.8/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: FinFolio - **Location**: Greenwood Village, US - **Founded**: 2008 ## Commercial Context - **Starting Price**: $10,000.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: per-Account if hosted per-User if installed locally - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop) - **Supported Languages**: English - **Available Countries**: United States ## Features - Alerts/Notifications - Benchmarking - Bonds/Stocks - Client Management - Client Portal - Compliance Tracking - Investments Tracking - Performance Metrics - Portfolio Accounting - Portfolio Management - Portfolio Rebalancing ## Support Options - Chat ## Category - [Investment Management Software](https://www.capterra.ae/directory/20010/investment-management/software) ## Related Categories - [Investment Management Software](https://www.capterra.ae/directory/20010/investment-management/software) - [Stock Portfolio Management Software](https://www.capterra.ae/directory/31242/stock-portfolio-management/software) ## Alternatives 1. [Morningstar Direct](https://www.capterra.ae/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews) 2. [Trade Ideas](https://www.capterra.ae/software/1030960/trade-ideas) — 4.7/5 (37 reviews) 3. [Investment Account Manager](https://www.capterra.ae/software/135008/investment-account-manager) — 3.0/5 (2 reviews) 4. [Aladdin](https://www.capterra.ae/software/1055902/aladdin) — 4.0/5 (1 reviews) 5. [HedgeGuard](https://www.capterra.ae/software/166999/hedgeguard) — 4.7/5 (9 reviews) ## Reviews ### "This is the "Hands Down" Best Portfolio Management Software Available\!" — 5.0/5 > **Demetrius (Rayden)** | *17 February 2018* | Recommendation rating: 10.0/10 > > **Pros**: The ease of use as well as the user interface, not to mention the functionality, and flexibility\! I've been in the industry for 20 years and I've tried every other portfolio management software and this is by far the best available\!\! Most of the other software available may have pieces of what FinFolio has to offer, but finfolio is the total package. > > **Cons**: They're relatively small,...but that actually turns out to be a "Pro" as well, they have a dedicated group of industry experienced service people that understand the needs of a portfolio manager. > > Ease of use, as well as great customer support\! Being able to look at my entire practice at multiple levels and easy block trading as well as well as the most important clearing firm integrations\!\!\! This software is lightyears ahead of the competition\! It has allowed me to run my firm at the highest level of efficiency\! ----- ### "The best portfolio management software." — 5.0/5 > **Demetrius Rayden** | *9 October 2019* | Financial Services Software | Recommendation rating: 10.0/10 > > **Pros**: The software is extremely customizable, web-based, user-friendly and produces great client reports. > > **Cons**: They are relatively small company, but that has turned out to be more of a positive than a negative. > > Overall experience with Finfolio has been great and customer service has been awesome. ----- ### "Follow up to earlier review" — 1.0/5 > **Todd** | *7 October 2019* | Financial Services Software | Recommendation rating: 0.0/10 > > **Pros**: FF's customization is excellent--when it works. There are capabilities in the software that I have not seen in other portfolio management systems for twice the price. > > **Cons**: The customer service is pitiful. I have been transitioned from one employee to another in the past two years while trying to address flaws in the software. Employee retention seems to be a major issue. I have many issues outstanding from 12-18 months ago that have never been addressed which result in incorrect, inaccurate, and misleading information to me an my clients. > > Difficult. While I choose FF for its capabilities, I did not expect the software to have so many flaws the result in incorrect information reporting. Performance measurement is often inaccurate due to sloppy coding. Shortcuts and band-aid approaches are often suggested to fix such issues, but that does not fix the underlying problems with the software. FF needs better engineers and better customer service before I'd recommend subscribing. ----- ### "We have been pleased with Finfolio's capability and customer help service." — 4.0/5 > **Laurence** | *23 March 2018* > > **Pros**: Great deal of flexibility as it relates to report presentations and its multi currency capability. Also like the ability to manually enter data and build model portfolios to track performance. Like the ability to build reports that meet our needs as a firm and personalize with logo etc.. > > **Cons**: Due to the flexibility and customization sometimes it is difficult to troubleshoot and pinpoint problems with reports or bugs that may arise. Sometimes the applications slows down or freezes and have to jump out of specific sections to refresh. ----- ### "Great portfolio accounting software" — 5.0/5 > **Tyler** | *28 November 2018* | Financial Services Software | Recommendation rating: 10.0/10 > > **Pros**: We liked the value relative to other software we tested out. > > **Cons**: The conversion from our old portfolio accounting software was difficult, though we expected that regardless of which company we went with. The interface on both the desktop and web app were pretty intuitive so learning the software was still better than expected. Getting the data into FinFolio formatting was time-consuming. > > We've dramatically reduced the time for billing and reporting on a quarterly basis. We've also been able to speed up the process of implementing and rebalancing our investment models. ----- Page: 1 / 2\ Next: [Next page](https://www.capterra.ae/software/170305/finfolio?page=2) ## Links - [View on Capterra](https://www.capterra.ae/software/170305/finfolio) ## This page is available in the following languages | Locale | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | ----- ## Structured Data