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Hallisoft is an international supplier of software and technology solutions tailored for the travel and hospitality industries. Since its establishment in 1999, the company has developed a diverse clientele spanning regions such as Australia, Canada, the USA, and Southeast Asia. Among the software offerings are RezEasy Cloud PMS, a web-based property management system paired with a booking engine, RezEasy Single, designed for single-property hotel reservations, and RezEasy Portal, enhancing the overall user experience. Additionally, Hallisoft continues to innovate and expand its product line to meet the evolving needs of its global customers.
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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.
API Availability
API Availability
Pricing Information
$649.00/one-time
Price is a one off payment based on number of rooms starting at US $649 (SaaS option also available from $35 per month)
Free Trial Offered?
Pricing Information
Pricing not provided
Free Trial Offered?
Supported Platforms
SaaS
Windows
Mac
Linux
Supported Platforms
SaaS
Windows
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Documentation Hub
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Hallisoft
Date Founded
1999
Company Location
UK
Company Website
hallisoft.com
Company Facts
Organization Name
FinFolio
Date Founded
2008
Company Location
United States
Company Website
www.finfolio.com
Categories and Features
Hospitality Property Management
Employee Management
Extended Stay
Front Office Management
GDS / OTA Integration
Group Management
Housekeeping Management
Maintenance Management
Multi-Property
Online Booking
Point of Sale (POS)
Reservations Management
Reviews Management
Single Property
Hotel Booking Engines
Not specified
Categories and Features
Investment Management
Accounting Management
Benchmarking
Client Management
Commodities
Fund Management
Performance Metrics
Portfolio Management
Stock Portfolio Management
Billing & Invoicing
Order Management
Portfolio Accounting
Portfolio Rebalancing
Wealth Management
Not specified