FI Analytics

4.3 8 reviews 1-10 employees

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
Websitefi-analytics.com
Founded2016
Company size1-10
Employees1
Profiles

Profile

Technologies: Twemoji, Linode, Lightbox, Wordpress, Google Search Console, Piwik, Jquery, Gravatar, Modernizr, Fusion Ads ...

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