FolioSure
FolioSure : Reviews, Pricing, Features & Alternatives
FolioSure is an Investment Management Software (free trial available). Review FolioSure : Overview & Pricing
FolioSure Overview : Features, Pricing, Reviews & Alternatives
FolioSure is an Investment Management Software intended for businesses. Let’s discover user reviews, features and prices of this business app.
FolioSure is listed as a Investment Management Software and Finance Software for companies and is used for Investment Management, Equity Management …
FolioSure prices are available on demand (free trial available).
FolioSure is cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. It allows companies to calculate the Total Net Assets of Remittances (TVPI) and the Internal Rates of Return (IRR).
What is FolioSure ?
FolioSure is cloud-based software that enables private equity (PE) and venture capital (VC) firms to track, monitor, and analyze the performance of investment portfolios. Managers can use the dashboard to get an overview of the entire portfolio lifecycle, generate customizable reports, and track key performance indicators (KPIs) through actionable analytics.
FolioSure Review : Pros & Cons
Pros & Cons
When it comes to finding the right Investment Management tools to manage your business, you have too many options – and they all come with their strengths and weaknesses.
One such familiar name in this arena is FolioSure, and as you may have guessed from the title, this review will tell you more about FolioSure’s pros and cons.
Weighing the pros & cons is essential before selecting this tool for your business and your team.
FolioSure Pros : Key Benefits
– SaaS platform
– Scalability and integration
– Frequent releases / updates
– High Compatibility
FolioSure Cons
– Con : Not always the cheapest option : Investment Management Software average cost is $ 30 .
– Con : Custom integrations can come at a price.
FolioSure Features
Here is the list of the main features of this computer software :
– Activity Dashboard
– Administrative Reporting
– Alerts/Notifications
– Benchmarking
– CRM
– Client Management
– Client Portal
– Compliance Tracking
– Cost Analysis
– Customizable Reports
– Data Import/Export
– Deal Management
– Document Storage
– Financial Analysis
– For Investors & Traders
– Fund Management
– Investments Tracking
– Investor Reporting
– Mobile Access
– Monitoring
Main function & Pro Features
– Performance Metrics
– Portfolio Management
– Private Equity
– Reporting & Statistics
– Reporting/Analytics
– Third Party Integrations
– Valuation Management
FolioSure Integrations
FolioSure may integrates with applications & plugins : database connection, synchronize data, share files (…) to improve your workflow and increase your productivity !
It also provides a powerful API toolkit that allows developers to build web services and exchange data.
FolioSure Pricing
The FolioSure pricing plan is available on request, but this price is likely to change because different options are offered by the developer : number of licenses, additional functions, add-ons, bundles …
FolioSure offers several pricing plans :
– Free Trial : $ 0 per user / per month
– Start : Price on demand
– Professional : Price on demand
– Enterprise : Price on demand
– Premium : Price on demand
| Free Trial | Start | Professional | Enterprise | Premium |
| $0 | Price on demand | Price on demand | Price on demand | Price on demand |
| Per month | Per month | Per month | Per month | Per month |
| Per user | Per user | Per user | Per user | Per user |
Save $$$ on SaaS and on-premise Software Subscriptions to help your create, grow and scale your business : annual billing usually is cheaper than monthly billing and you can expect 10% to 20% discount.
Sign up for a trial and start using it right away !
Free trials usually are time limited or feature limited but this is a good way to ensure it is the right option for your business before making a purchase.
Screenshot of the Vendor Pricing Page :
Software Pricing Plans
Pricing Details
Pricing Model : One time licence
Free trial : Available
Free plan : No information
Freemium : No information
Starting price : Prices can vary depending on your business needs.
Entry-level set up fee : No setup fee
The pricing details were last updated this year from the vendor website or retrieved from publicly accessible pricing materials and may be different from actual. Please confirm pricing and deals with the vendor website before purchasing.
Deployment & Setup
FolioSure is a cloud-based Investment Management platform : its infrastructure is hosted in the United States (probably on AWS, Microsoft Azure or Google Cloud Platform).
foliosure is a SaaS (Software as a Service) / web application : a web browser on a computer is required for full functionality of features and manage dashboard.
It supports desktop operating systems (like Windows …).
Technical Details & Specifications
Deployment : Cloud / SaaS
Desktop Operating Systems : Windows …
Mobile Platforms : –
Native Apps / Mobile Applications : –
GDPR compliance : No information
Supported languages
This application software supports the following languages : English …
Support & Training
Any problem with this computer program ? The vendor offers the following customer service & support to help teams get the most out of their business application : Email / Help Desk, Phone Support …
Hotline : Yes
Training options : …
Industry & Customers
Who use FolioSure ?
This software package is tailored to business needs : Medium Company, Large Companys, SME …
This web-based application is recommended for trades : Professional …
This cloud software is used in the sectors : Services …
Customer References
Testimonials & Customer References to decide if this is the right business software or service for your company : No reference …
Awards & Recognitions
No information .
Screenshots
This computer program has an ergonomic, intuitive and customizable user interface, which will improve team productivity and collaborative work within your company (Medium Company, Non Profit, Public Administration …)
FolioSure Screenshots & Images : UI, dashboard …
FolioSure Business Software Pricing
FolioSure Features & Overview
FolioSure Screenshot
Videos
This video is no longer available
FolioSure Reviews
Here is our opinion on FolioSure : this is a decent investment management software to investigate .
FolioSure User Reviews & Ratings
Online and customer reviews of FolioSure software are quite plentiful and overall medium :
Overall rating : 3/5
Value for money : 3/5
Functionality : 3/5
Usefulness : 3/5
Ease of use : 3/5
User rating Excellent : 10%
User rating Very Good : 80%
User rating Average : 10%
User rating Poor : 0%
User rating Terrible : 0%
Popularity on social networks :
Your Customer Review on FolioSure
What is your opinion about this app ? Submit your review and tell us about your overall opinion : experience with this SaaS software, rating, ease of use, customer service, value for money, Pros & Cons …
Customer reviews and feedbacks play an increasingly important role in the business software buying process. You can provide in-depth review and share your buying advice / reviewer sentiment : what is your likelihood to recommend FolioSure ? What is your likelihood to renew ?
FAQs
Why use a Investment Management Software ?
Investment management software helps manage investment portfolios, verify compliance, optimize portfolio performance, and track financial assets such as stocks, futures, options, and bonds. Some of its common features include asset reporting, portfolio management, and investment tracking. Investment management software makes it possible to follow the investments made and their progress in the company.
Main functions are : Investment tracking, Portfolio performance, Data import, Benchmarking, Asset reports, Financial risk management
Main characteristics are : Software is available over the Internet, application is maintained by the vendor, license to the software may be subscription based or usage based.
Investment Management Software Average Price : from $ 30,00 to $ 30,00 with an average price of $ 30,00 .
Investment Management Software Review
Company details
Developed by FOLIOSURE, Inc.
HQ location : USA
Founded :
Total revenue :
Industry : B2B SaaS company
Software Category : Finance & Accounting Software > Finance Software > Investment Management Software
Schema : SoftwareApplication > FinanceApplication
Tags : …
Website : visit acuitykp.com
About This Article
This page was composed and published by SaaS-Alternatives.
The information (and product details) outlined above is provided for informational purposes only. Please Check the vendor’s website for more detailed information.
Our opinion on FolioSure is independent in order to highlight the strengths and weaknesses of this Investment Management Software. Our website is supported by our users. We sometimes earn affiliate commission when you click through the affiliate links on our website.
FolioSure Alternatives
If you’re understanding the drawbacks and you’re looking for a FolioSure alternative, there are more than 5 competitors listed on SaaS-Alternatives !
If you’re in the market for a new software solution, the best approach is to narrow down your selection and then begin a free trial or request a demo.
Top 10 Alternatives & Competitors to FolioSure
– Certent Equity Management
– Carta
– Diligent Equity
– Ledgy
– Orchestra
You can also take a look at other business apps, like our Franchise On Cloud review and our Galooli Smart Battery review.
Comparison with Similar Software & Contenders
Take an in-depth look at popular Finance & Accounting Software and Finance Software to find out which one is right for your needs. Discover how these Investment Management Software compare to FolioSure when it comes to features, ease of use, customer support and user reviews. Explore software, Compare options and alternatives, Read reviews and Find your solution !
