--- description: FinFolio : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: FinFolio - Avis, notes, prix et abonnements - Capterra Canada 2026 --- Breadcrumb: [Accueil](/) > [Logiciels de gestion des investissements](/directory/20010/investment-management/software) > [FinFolio](/software/170305/finfolio) # FinFolio Canonical: https://fr.capterra.ca/software/170305/finfolio Page : 1/2\ Suivant: [Page suivante](https://fr.capterra.ca/software/170305/finfolio?page=2) > Gestion de portefeuille, rapports, portails de négociation et clients pour conseillers en investissement et gestionnaires de patrimoine professionnels. > > Conclusion : 9 utilisateurs lui ont donné la note de **3.7/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise FinFolio? Conseillers en investissement, gestionnaires de patrimoine, conseillers en investissements enregistrés, planificateurs financiers, courtiers, hedge funds, family offices et développeurs \#fintech. ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **3.7/5** | 9 Avis | | Simplicité | 3.7/5 | D'après l'ensemble des avis | | Support client | 3.6/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 3.8/5 | D'après l'ensemble des avis | | Fonctionnalités | 4.4/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 70% | (7/10 Probabilité de recommander le produit) | ## À propos du vendeur - **Entreprise**: FinFolio - **Pays**: Greenwood Village, É.-U. - **Fondé**: 2008 ## Contexte commercial - **À partir de**: 10 000,00 $ US - **Type de licence**: (Version d’essai gratuite) - **Public cible**: Travailleur autonome, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+ - **Déploiement et plateformes**: Cloud, SaaS, web, Windows (ordinateur) - **Langues**: anglais - **Pays disponibles**: États-Unis ## Fonctionnalités - Alertes/Notifications - Benchmarking - Bonds/Stocks - Comptabilité de portefeuille - Gestion des clients - Gestion des portefeuilles - Mesure des performances - Portail client - Rééquilibrage du portefeuille - Suivi de la conformité - Suivi des investissements ## Ressources d'aide - Chat/Clavardage ## Category - [Logiciels de gestion des investissements](https://fr.capterra.ca/directory/20010/investment-management/software) ## Catégories connexes - [Logiciels de gestion des investissements](https://fr.capterra.ca/directory/20010/investment-management/software) - [Logiciels de gestion de portefeuille d'actions](https://fr.capterra.ca/directory/31242/stock-portfolio-management/software) ## Logiciels similaires 1. [Aladdin](https://fr.capterra.ca/software/1055902/aladdin) — 4.0/5 (1 reviews) 2. [HedgeGuard](https://fr.capterra.ca/software/166999/hedgeguard) — 4.7/5 (9 reviews) 3. [Unity](https://fr.capterra.ca/software/1036792/unity) — 5.0/5 (3 reviews) 4. [Sharesight](https://fr.capterra.ca/software/207519/sharesight) — 3.3/5 (3 reviews) 5. [SimCorp Dimension](https://fr.capterra.ca/software/13760/simcorp-dimension) — 5.0/5 (3 reviews) ## Avis ### "This is the "Hands Down" Best Portfolio Management Software Available\!" — 5.0/5 > **Demetrius (Rayden)** | *17 février 2018* | Taux de recommandation : 10.0/10 > > **Avantages**: The ease of use as well as the user interface, not to mention the functionality, and flexibility\! I've been in the industry for 20 years and I've tried every other portfolio management software and this is by far the best available\!\! Most of the other software available may have pieces of what FinFolio has to offer, but finfolio is the total package. > > **Inconvénients**: They're relatively small,...but that actually turns out to be a "Pro" as well, they have a dedicated group of industry experienced service people that understand the needs of a portfolio manager. > > Ease of use, as well as great customer support\! Being able to look at my entire practice at multiple levels and easy block trading as well as well as the most important clearing firm integrations\!\!\! This software is lightyears ahead of the competition\! It has allowed me to run my firm at the highest level of efficiency\! ----- ### "The best portfolio management software." — 5.0/5 > **Demetrius Rayden** | *9 octobre 2019* | Services financiers | Taux de recommandation : 10.0/10 > > **Avantages**: The software is extremely customizable, web-based, user-friendly and produces great client reports. > > **Inconvénients**: They are relatively small company, but that has turned out to be more of a positive than a negative. > > Overall experience with Finfolio has been great and customer service has been awesome. ----- ### "Follow up to earlier review" — 1.0/5 > **Todd** | *7 octobre 2019* | Services financiers | Taux de recommandation : 0.0/10 > > **Avantages**: FF's customization is excellent--when it works. There are capabilities in the software that I have not seen in other portfolio management systems for twice the price. > > **Inconvénients**: The customer service is pitiful. I have been transitioned from one employee to another in the past two years while trying to address flaws in the software. Employee retention seems to be a major issue. I have many issues outstanding from 12-18 months ago that have never been addressed which result in incorrect, inaccurate, and misleading information to me an my clients. > > Difficult. While I choose FF for its capabilities, I did not expect the software to have so many flaws the result in incorrect information reporting. Performance measurement is often inaccurate due to sloppy coding. Shortcuts and band-aid approaches are often suggested to fix such issues, but that does not fix the underlying problems with the software. FF needs better engineers and better customer service before I'd recommend subscribing. ----- ### "We have been pleased with Finfolio's capability and customer help service." — 4.0/5 > **Laurence** | *23 mars 2018* > > **Avantages**: Great deal of flexibility as it relates to report presentations and its multi currency capability. Also like the ability to manually enter data and build model portfolios to track performance. Like the ability to build reports that meet our needs as a firm and personalize with logo etc.. > > **Inconvénients**: Due to the flexibility and customization sometimes it is difficult to troubleshoot and pinpoint problems with reports or bugs that may arise. Sometimes the applications slows down or freezes and have to jump out of specific sections to refresh. ----- ### "Great portfolio accounting software" — 5.0/5 > **Tyler** | *28 novembre 2018* | Services financiers | Taux de recommandation : 10.0/10 > > **Avantages**: We liked the value relative to other software we tested out. > > **Inconvénients**: The conversion from our old portfolio accounting software was difficult, though we expected that regardless of which company we went with. The interface on both the desktop and web app were pretty intuitive so learning the software was still better than expected. Getting the data into FinFolio formatting was time-consuming. > > We've dramatically reduced the time for billing and reporting on a quarterly basis. We've also been able to speed up the process of implementing and rebalancing our investment models. ----- Page : 1/2\ Suivant: [Page suivante](https://fr.capterra.ca/software/170305/finfolio?page=2) ## Liens - [Afficher sur Capterra](https://fr.capterra.ca/software/170305/finfolio) ## Cette page est disponible dans les langues suivantes. | Langue | URL | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | ----- ## Données structurées