Aladdin Accounting vs FinFolio
Aladdin Accounting
blackrock.comFinFolio
finfolio.comSide by side
| Figure | Aladdin Accounting | FinFolio |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 1 | 0 |
| Spec score · Investment Accounting Software | 8.0 (#5) | 7.6 (#12) |
| Spec score · Portfolio Management Software | 7.9 (#36) | 7.7 (#47) |
| Founded | 1988 | FinFolio says it has made portfolio management and trading software since 2008. |
| Headquarters | New York, NY, USA | FinFolio describes itself as centrally located in Denver, Colorado. |
| Integrations | The page describes centralized data from the Aladdin ecosystem and connectivity to data providers, financial institutions and regulators. | The integrations page lists providers including Redtail, Wealthbox, RightCapital, Box.com, Schwab, Fidelity, and Microsoft Office. |
| Performance reporting | Yes | Yes |
| Purpose | Aladdin Accounting provides investment accounting and performance solutions across the investment accounting lifecycle. | FinFolio makes portfolio management software for investment advisors and professional wealth managers. |
| Security | BlackRock says its enterprise information security program includes identity and access management, threat detection and incident response, secure technology and infrastructure, and third-party risk management. | FinFolio describes segmented logins that restrict data by branch or user and says it uses Microsoft Active Directory for security. |
Plans
In their own words
Aladdin Accounting
Aladdin Accounting has no write-up on Specifiction yet; its figures are above.
FinFolio
FinFolio is portfolio management software for investment advisors and professional wealth managers. Its platform combines multi-currency portfolio accounting, reporting, rebalancing, trading, billing, a mobile-ready client portal, and other back-office functions. The accounting engine calculates cost, performance, and other financial metrics; users can also analyze allocation and risk and track tax lots. Reports can carry a firm's logo and graphics, while dashboards support practice management. Rebalancing accommodates model-of-models, classifications, UMA, and SMA strategies, with tax-sensitive trading that considers account type, holding country, and unrealized gains or losses. Order management covers FIX-enabled order placement, execution, allocation, and trade processing. Firms can host the software themselves or use hosted deployment, and white-label it with their branding. A documented REST API supports data access, rebalancing, reporting, and imports. Integrations include Redtail, Wealthbox, RightCapital, Box.com, Schwab, Fidelity, and Microsoft Office. Pricing is on request, and the homepage offers a trial login for prospective users.