F.I. Analytics2018-09-24T11:39:43-07:00
Slide backgroundPerformance Dashboard FI Analytics

Powerful Portfolio Analytics

Performance Dashboard FI Analytics

Powerful Portfolio Analytics

See All Your Accounts in One Place

Era offers every client access to our custom portfolio performance dashboard system. This system is designed to increases transparency and keep you informed about your investments from any web browser.

  • Holistic view of current and historic account values and performance.

  • Quickly and easily or drill down to understand specific positions and holdings.

  • Receive quarterly investment performance summary reports.

Powered By: If you are a RIA using Folio learn more about adding FI Analytics to your firm.

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