Fina
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Customizable Blocks & Templates
- Dashboards & Reports
- AI Insights
- Metrics Monitoring
- What-If Scenario Planning
- Data Cleansing
- Accounts Grouping
- Transaction Rules
- Budget Goals Setting
- Data Connections
- Multiple Banks, Cryptos, & Wallets
- Security & Privacy
- Read-Only Data Access
- Computing Architecture
- Encryption
- Individual User Space
- Community
Pricing Info
Pricing Info
Fina lets you choose between two enterprise pricing plans to attain greater control of your finances. Here are the details of each plan:
Free Plan
- Single data connection
- Metrics tracking
- Customizable dashboards
- AI answers
- Financial templates
- Users collaboration
Standard Plan – $19/month ($180/year for annual billing)
- Unlimited data connections
- Metrics tracking
- Customizable dashboards
- AI answers
- Financial templates
- Users collaboration
Integrations
Integrations
Fina integrates with the following:
- Banks
- Financial institutions
- Cryptocurrency exchanges
- Digital wallets
- Data & financial account aggregator service providers (e.g., Plaid)
- Google Cloud
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Andrew Lokenautth, Tobi Emonts-Holley, Wealth Pill
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Fina is a financial tracking tool that allows entrepreneurs and finance wizards to monitor, explore, plan, and handle business and personal finances in a simple, accurate, flexible, and safe way.
Company Email
support@fina.xyz
Company's Address
Fina Labs, Inc.
51 N Broad St Suite 201, Middletown, Delaware 19709
USA
Fina Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Financial data aggregation
- Portfolio performance
- General ledger
- Document management systems
- Bank feeds
- Market feeds
Pricing Info
Asset Vantage offers three enterprise pricing packages that are dependent on the size and nature of your organization. The cost of each package varies for single-family offices, multi-family offices, and accounting firms. Contact Asset Vantage for a quote on these packages.
A paid trial is available at $499/month.
Integrations
Asset Vantage supports integration with various software and systems. For information, you can get in touch with Asset Vantage.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Asset Vantage is a financial reporting software that seeks to provide support to family offices and trusted wealth custodians.
Company Email
Contact No.
Company's Address
Asset Vantage
One Dock Street Suite 201
Stamford, CT 06902
USA
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All the data, information and experiences that we presented in this analysis were collated from official company sites, promotional resources available online, real-life experience from real users as well as our personal everyday use of each software by an expert. We put a lot of effort to extensively test each solution, therefore we not only study it ourselves, but we also correlate our results with opinions of other users from the B2B community.
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