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What is Neofolio?

Neofolio is a cryptocurrency portfolio management application that aims to make it easier for users to track their digital assets. Featuring intuitive tools, it allows individuals to monitor their cryptocurrency holdings effortlessly, keeping them informed about the secure storage of their investments. This forward-thinking app is now available for FREE on the App Store, promising a hassle-free experience for users managing their portfolios. With NeoFolio, individuals can get a clear picture of their cryptocurrency assets by reviewing trades and deposits, allowing them to determine the present value, balances, and profits associated with their coins. You can conveniently consolidate all your investments in a single interface and gain in-depth insights into each cryptocurrency you own. The app offers real-time valuations for your assets, whether they are stored in hardware wallets, multi-coin wallets, or on exchanges. Importantly, NeoFolio emphasizes security by only collecting address information typically necessary for transaction receipt, ensuring that your funds are completely safe. This comprehensive approach makes NeoFolio not only a vital resource for novice cryptocurrency investors but also a valuable tool for seasoned traders looking to optimize their investment strategies. Moreover, the app’s user-centric design and robust features cater to the diverse needs of the cryptocurrency community, enhancing overall user satisfaction.

What is FinFolio?

Wealth management professionals can effortlessly oversee reports, billing, rebalancing, and client portals using a single application. This comprehensive solution addresses the complexities of wealth management through a user-friendly interface that includes dashboards and trading features. FinFolio distinguishes itself with its intuitive and straightforward design, catering to the diverse operational styles of registered investment advisors (RIAs) by allowing customization to meet individual requirements. The platform expands the possibilities of portfolio oversight by consolidating vital functions such as reporting, rebalancing, trading, billing, and a mobile-accessible client portal into one integrated system. Users have the flexibility to manage the platform themselves or entrust operations to FinFolio, with options for white-labeling that promote brand identity. For those who prefer a hands-on approach, FinFolio equips users with powerful automation tools to streamline tasks and enhance data accuracy. Additionally, its open API facilitates further customization and integration with third-party applications, ensuring that each wealth manager can create a personalized experience. This extensive versatility not only strengthens operations but also solidifies FinFolio's role as an essential tool in the wealth management arena, making it a go-to choice for professionals aiming for efficiency and effectiveness in their services.

Media

Media

Integrations Supported

MoneyGuide
RightCapital

Integrations Supported

MoneyGuide
RightCapital

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Neofolio

Company Website

www.neofolio.io

Company Facts

Organization Name

FinFolio

Date Founded

2008

Company Location

United States

Company Website

www.finfolio.com

Categories and Features

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

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