FinPortfolio delivers a set of sophisticated yet easy-to-use planning and analysis modules, providing interactive guidance and support through the financial planning and investment decision-making process.

Click HERE to compare FinPortfolio's Basic, Premium Services and MyClient Advisor Service.

• New Member Registration:
  • Secured Server
  • Standard Server

• New Member Registration:
  • Secured Server
  • Standard Server
     
• Upgrade from Free Basic Service:
  • Secured Server
  • Standard Server
    

• The ability to test-drive FinPortfolio's unique financial planning and investment decision-making tools.
• The ability to track up to 50 stocks or funds in one portfolio, and perform analysis on up to 5 stocks or funds.
• Cost: FREE

• A comprehensive and integrated suite of financial planning and investment decision-making tools.
• The ability to track as many as 100 stocks or funds in each portfolio for as many as 5 portfolios
• Perform analysis on as many as 30 stocks or funds across multiple portfolios
• Create up to 5 multiple-goal financial plans.
• Cost:
  • $100/quarter; or
  • $300/year (25% discount over quarterly subscription - that's an entire quarter FREE)
     

• A robust client management suite that enables Advisors to use FinPortfolio's industry-leading Planning and Analytical tools on behalf of or in collaboration with their clients.
• Annual service packages available for 10 or more Client Sub-Accounts.
• Within each Client Sub-Account, the ability to create up to 5 investment portfolios and 5 FinPlans.
• Ability to track up to 100 stocks or funds per portfolio, and perform analysis on up to 30 stocks or funds across multiple portfolios.
• 1-month Trial Service available.
• Cost: Priced on a per Client Sub-Account basis, beginning at $80/account/year.

• Check out the institutional services page.
• Check out our syndication demo.
• Send an email to products@FinPortfolio.com for more information.