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Description
Manage reports, billing, rebalancing, and client portals seamlessly for wealth management professionals with just one application. From dashboards to trading functionalities, this all-in-one solution simplifies the intricate nature of wealth management. FinFolio stands out with its clean, user-friendly, and straightforward design. Not all registered investment advisors (RIAs) operate the same way, which is why FinFolio offers the flexibility to tailor the platform to your specific needs. The platform broadens the scope of portfolio management, integrating essential functions like reporting, rebalancing, trading, billing, and a mobile-friendly client portal into one cohesive system. With various hosting options, you can choose to manage it yourself or allow FinFolio to handle operations for you. The platform can be white-labeled to reflect your brand. For those opting for self-management, FinFolio provides robust tools for automating tasks and ensuring high data accuracy. Moreover, its open API empowers users to enhance the software further, enabling customization and integration with third-party services, ensuring a tailored experience for every wealth manager. This extensive adaptability positions FinFolio as an invaluable resource in the wealth management landscape.
Description
FolioGrow is an intelligent software solution designed for cannabis cultivation that empowers users to optimize their yields and maximize profits. Relying on traditional methods like whiteboards to oversee your cannabis operation means you're missing out on crucial KPIs and important data. It's essential to understand which strains yield the highest profits, identify top-performing employees, and evaluate whether your cost-per-pound (CPP) is as competitive as possible since all these elements significantly influence your grow's profitability. FolioGrow serves as a cannabis cultivation management platform (CCMP) that consolidates all relevant data, enabling you to make informed decisions. By ensuring that essential information reaches everyone from team members to investors promptly, you can efficiently manage your grow as if it were a stock portfolio, fully harnessing the analytics of your crop. With FolioGrow, you gain a comprehensive, real-time perspective of your entire organization, allowing you to pinpoint the strains and individuals that contribute the most to your revenue. This holistic approach not only streamlines operations but also fosters a data-driven culture within your cannabis business.
API Access
Has API
API Access
Has API
Integrations
IBM Watson
MoneyGuide
QuickBooks Online
RightCapital
Salesforce
Integrations
IBM Watson
MoneyGuide
QuickBooks Online
RightCapital
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FinFolio
Founded
2008
Country
United States
Website
www.finfolio.com
Vendor Details
Company Name
FolioGrow
Founded
2018
Country
Unites States
Website
foliogrow.com
Product 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
Product Features
Cannabis
Administrative / HR Management
Business Management
CRM
Compliance Tracking
Cultivation Management
Delivery Management
Dispensary Management
Distribution
ERP
For Hemp & CBD
Inventory Management / Control
Lab Testing
Manufacturing
Payment Processing
Point of Sale (POS)
Reporting / Analytics
Retail Management
Sales Tracking
Seed to Sale
Supplier Management
Supply Chain Management
Toll Processing
Traceability
eCommerce / Online Ordering
