In essence, Foliometrics is Google Analytics for your investment portfolio. Investors can build their own personalized tracking dashboard to track all of their investments, no matter the type, from a single place based on their strategy and preferences using a growing collection of “modules.” Investor’s brokerage accounts can automatically be synced from over 19,000 financial institutions or added
/imported manually. Foliometrics provides investors with an all-in-one solution for managing their portfolios from the planning and implementation to the tracking and reporting. Foliometrics keeps investors completely informed on their portfolio via weekly (or daily) email reports, a large number of alert types, and a “Portfolio Briefing,” which briefs an investor on everything that has happened in their portfolio since they last logged in. Foliometrics offers solutions for education, individual investors, and wealth management firms.
