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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Elevate your business with Folio Plus, the hotel management software from Jinisys. This powerful tool streamlines numerous hotel operations, including handling guest reservations, managing room transfers, and facilitating check-ins and check-outs, along with accommodating group bookings and other essential front desk functions. It equips you with the necessary resources to enhance productivity across your operations. Folio Plus features an advanced guest management system and offers detailed reporting capabilities for thorough operational insights. Additionally, it provides seamless data integration with SAP Financials, allowing for direct charge postings to the guest account ledger. Users can quickly become proficient and efficient due to its intuitive Windows interface and user-friendly graphical data manipulation. Jinisys is committed to delivering innovative solutions tailored for businesses of all sizes in the hotel, restaurant, and retail industries. By adopting Folio Plus, you can ensure your business not only keeps pace with industry standards but also sets new benchmarks for excellence.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

MoneyGuide
RightCapital

Integrations

MoneyGuide
RightCapital

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$70 per month
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

Jinisys Software

Founded

2006

Country

Philippines

Website

jinisyssoftware.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

Hospitality Property Management

Built-in Accounting
CRM
Catering
Employee Management
Extended Stay
Front Office Management
GDS / OTA Integration
Group Management
Guest Experience (GEM)
Housekeeping Management
Loyalty Program
Maintenance Management
Marketing Automation
Marketing Management
Multi-Property
Online Booking
Point of Sale (POS)
Reservations Management
Reviews Management
Single Property
Vacation Rental

Reservations

Activities Booking
Booking Notes
CRM
Customer Support
Group Reservations
Guest Management
Payment Processing
Promotions Management
Rate Management
Room Booking Management
Third Party Booking

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