Cut Your Portfolio Analytics Costs by 80% Without Sacrificing Performance
Why pay enterprise prices for basic functionality? Folio Analytics gives you Orion-caliber portfolio insights at startup pricing. Deploy in 15 minutes and start analyzing $50M-$500M portfolios immediately!
Start Your 14-Day Free TrialWhy Choose Us
15-Minute Setup vs. Months of Implementation
Simply connect your custodial feeds and you're live. No lengthy onboarding, no system integration headaches, no months waiting to see value. Start analyzing portfolios the same day you sign up.
Enterprise Functionality at 80% Lower Cost
Get the same advanced analytics, reporting, and client portal features as Orion, Black Diamond, and Addepar — but for thousands less per year. Our Starter plan delivers what competitors charge $30,000+ annually.
AI-Powered Meeting Preparation
Before every client review, our AI analyzes portfolio performance and generates personalized talking points, saving hours of prep time while ensuring you never miss important discussion topics.
No Lock-In Contracts or Penalties
Month-to-month pricing gives you complete flexibility. No multi-year commitments, no cancellation fees, no vendor lock-in. If we're not delivering value, you can leave anytime.
Our Services
Portfolio Command Center
Transform your practice with our all-in-one platform: unified dashboard for instant portfolio insights, precise performance attribution, advanced risk analytics, automated tax-loss harvesting opportunities, professional client reports delivered on autopilot, AI-powered meeting preparation, and a branded client portal that elevates your firm's presence.
$199/month (up to 100 households)
Professional
All Starter features scaled for growing practices. Perfect for mid-sized RIAs who need to support larger client bases without enterprise complexity.
$499/month (up to 300 households)
Enterprise
Full-featured platform with API access and dedicated support for unlimited growth. Includes all Professional features plus custom integrations and priority assistance.
$999/month (unlimited households)
Ready to Transform Your Portfolio Management?
Join RIAs who've saved thousands while getting enterprise-grade analytics in just 15 minutes.