CrossVal vs FinFolio
CrossVal
crossval.comFinFolio
finfolio.comSide by side
| Figure | CrossVal | FinFolio |
|---|---|---|
| Price from | 550 AED/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 2 | 0 |
| Spec score · Investment Accounting Software | 7.9 (#6) | 7.6 (#12) |
| Founded | 2022 | FinFolio says it has made portfolio management and trading software since 2008. |
| Headquarters | Dubai, United Arab Emirates | FinFolio describes itself as centrally located in Denver, Colorado. |
| Integrations | The About page names QuickBooks, Xero, Zoho Books, and NetSuite as integrations. | The integrations page lists providers including Redtail, Wealthbox, RightCapital, Box.com, Schwab, Fidelity, and Microsoft Office. |
| Purpose | CrossVal automates cash visibility and financial operations for businesses in the UAE and wider region. | FinFolio makes portfolio management software for investment advisors and professional wealth managers. |
| Security | CrossVal says customer data is stored in AWS and MongoDB with encryption, role-based access controls, backups, and security updates. | FinFolio describes segmented logins that restrict data by branch or user and says it uses Microsoft Active Directory for security. |
| Support | The Launch plan includes dedicated support, while Enterprise includes dedicated support and a dedicated implementation team. | The product page describes a support team, weekly webinars, in-app walkthroughs and on-site training for larger installations. |
| Trial | The maker advertises a free trial with no credit card but does not state its duration on the opened pages. | The homepage says FinFolio will provide a trial login so prospective users can evaluate the software. |
Plans
In their own words
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.