Complete Asset Clarity
Easefolio combines portfolio management, investor relations, and fund administration in an unprecedented all-in-one back-office platform.
Complete Asset Clarity
Easefolio combines portfolio management, investor relations, and fund administration in an unprecedented all-in-one back-office platform.
“Managing my investments was becoming a nightmare until I found EaseFolio. This app lives up to its name by making portfolio tracking incredibly easy.”
“EaseFolio has truly transformed how I manage investments. No more spreadsheets or scattered notes – everything is organized beautifully in one place.”
“EaseFolio has changed the way I approach asset tracking. The connivence of having all my investments consolidated and accessible in one place is priceless.”
EASEFOLIO INTEGRATES WITH
We Provide Complete Asset Clarity
Portfolio Management
Many hold various asset classes across multiple platforms. EaseFolio allows you to consolidate all your assets in one place for complete asset clarity.
Accounting
Understand your P&L on each of your assets. Customize account methods for different assets. View your net worth or fund analytics in live time.
Tax Liability
Insights into your realized and unrealized gains, automatic error reporting and reconciliation, automated reports and outreach, etc.