FinFolio vs RedBlack Portfolio Accounting
FinFolio
finfolio.comRedBlack Portfolio Accounting
redblacksoftware.comSide by side
| Figure | FinFolio | RedBlack Portfolio Accounting |
|---|---|---|
| Price from | — | — |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Self-hosted | Yes | — |
| Plans published | 0 | 1 |
| Spec score · Investment Accounting Software | 7.6 (#12) | 6.6 (#27) |
| Billing | FinFolio can bill client accounts and distribute fees across a network of stakeholders. | The product supports customizable billing schedules and payee options, and helps prepare, invoice, and collect advisory fees. |
| Headquarters | FinFolio describes itself as centrally located in Denver, Colorado. | Bedford, New Hampshire, United States |
| Integrations | The integrations page lists providers including Redtail, Wealthbox, RightCapital, Box.com, Schwab, Fidelity, and Microsoft Office. | The product offers direct integration with leading custodians and access to data aggregation networks. |
| Purpose | FinFolio makes portfolio management software for investment advisors and professional wealth managers. | RedBlack describes the product as portfolio accounting and reporting software for wealth managers, with portfolio reporting, billing, and a branded client portal. |
| Security | FinFolio describes segmented logins that restrict data by branch or user and says it uses Microsoft Active Directory for security. | RedBlack says its information security management system is ISO/IEC 27001 compliant and covers organizational, application, server, network, and physical security. |
| Support | The product page describes a support team, weekly webinars, in-app walkthroughs and on-site training for larger installations. | Customers can access product downloads and documentation through the Client Center and contact product support through the support portal or by email. |
Plans
RedBlack Portfolio Accounting
- Pricing on requestPriced on request
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.
RedBlack Portfolio Accounting
RedBlack Portfolio Accounting has no write-up on Specifiction yet; its figures are above.