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FI Analytics
About FI Analytics
Fi analytics is a third party SaaS platform built for investment advisors, financial advisors, wealth advisors and portfolio managers who custody accounts at folio institutional*. We are a niche provider that services small to large firms seeking to enhance their technological presents, client communication and portfolio transparency through effective graphical analytics. *new* personalized email communications create highly customized email templates with real data. Schedule monthly, quarterly or on-demand investment performance summary reports with your choice of over 20 available variables.
At a glance
| Classification | |
|---|---|
| Website | fi-analytics.com |
| Founded | 2016 |
| Company size | 1-10 |
| linkedin.com/company/fi-analytics |
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