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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Cattlytics is an advanced software platform for managing cattle and livestock, available on both web and mobile, created by the AgTech pioneers at Folio3. This innovative solution is designed to support cattle ranchers and dairy farmers of any size, providing an easy-to-use, offline-compatible tool that digitizes all facets of herd management, spanning from breeding through weaning and further activities. Additionally, Cattlytics aims to enhance operational efficiency and streamline workflows for users in the livestock industry.

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.

API Access

Has API

API Access

Has API

Screenshots View All

No images available

Screenshots View All

Integrations

MoneyGuide
RightCapital

Integrations

MoneyGuide
RightCapital

Pricing Details

$7.99/month
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

Cattlytics by Folio3

Founded

2019

Country

United States

Website

www.cattlytics.com

Vendor Details

Company Name

FinFolio

Founded

2008

Country

United States

Website

www.finfolio.com

Product Features

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

Alternatives

CattleWorks Reviews

CattleWorks

Business Innovations Group

Alternatives