FinFolio vs Tracker
FinFolio
finfolio.comTracker
tracker.us.comSide by side
| Figure | FinFolio | Tracker |
|---|---|---|
| Price from | — | $40/mo |
| Free plan | — | — |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | — |
| Self-hosted | Yes | — |
| Plans published | 0 | 9 |
| Spec score · Investment Accounting Software | 7.6 (#12) | 7.0 (#24) |
| Founded | FinFolio says it has made portfolio management and trading software since 2008. | 1997 |
| Headquarters | FinFolio describes itself as centrally located in Denver, Colorado. | 106 Langtree Village Drive, Suite 301, Mooresville, North Carolina 28117, United States |
| Product | FinFolio makes portfolio management software for investment advisors and professional wealth managers. | Tracker is a web-based portfolio accounting and investment reporting tool for institutional investors. |
| Support | The product page describes a support team, weekly webinars, in-app walkthroughs and on-site training for larger installations. | The maker lists a customer support center open 8 am–6 pm EST, an on-demand tutorial, and no service contract fee. |
Plans
Tracker
- Market Price Import$40 a month
- Accuracy Check$50 a month
- Charts & Graphs$50 a month
- Enhanced Reporting$100 a month
- Multiple Transaction Import$100 a month
- General Ledger Interface$150 a month
- Tracker$395 a month
- Debt ManagerPriced on request
- Automatic Market PricingPriced 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.