SkyFolio

SkyFolio: Cloud-Based Portfolio Management

Cloud-based portfolio management software for financial advisors and wealth managers, with features like account aggregation, performance reporting, billing, client profiles, and more.

What is SkyFolio?

SkyFolio is a sophisticated yet easy-to-use portfolio management and reporting solution designed specifically for financial advisors, wealth managers, and family offices. The software provides advisors with a consolidated view of client portfolios across multiple custodians and asset classes in one place.

Key features of SkyFolio include:

• Customizable performance and billing reports
• Integrations with leading custodians and apps
• Automated data aggregation and reconciliation
• Custom benchmarks and grouping for households
• Secure online client portal
• Robust security and compliance features

By centralizing portfolio data and documents in the cloud-based platform, SkyFolio enables advisors to improve their efficiency, scale their operations, and provide exceptional service to clients. The intuitive interface and flexible API makes it simple to get up and running quickly. Best-in-class integrations and automation reduces manual data entry.

Overall, SkyFolio is regarded as one of the top choices for independent RIAs looking for an institutional-grade portfolio management solution without the complexity and cost. The software receives high marks for its responsive support and for allowing advisors to run their entire back office from one place.

SkyFolio Features

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