FIO Competitors

FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.

FinTech Solutions specializes in delivering technical support to small and medium sized businesses across the Carolinas. We offer customized IT solutions to help your business achieve its goals while controlling costs and improving efficiency. Please contact us to see how we can help you.

Next Level Finance serves The Movers and Shakers of the Business World. We work with executives and entrepreneurs whose goal is to drive their business to the next level, whether from concept to startup, from early stage to growth, or from middle market to large market. We bring all of our resources and our knowledge of business plan preparation, financial modeling, corporate development and strategy, and operational insight to the issues facing growing companies. Through careful examination and analysis of their goals and existing resources, we work to develop attainable long-term objectives, and implement the procedures necessary to meet and surpass these goals. Mark Daniel and Next Level Finance have provided business plan and financial modeling services to clients that have successfully raised over $100 MM in growth capital. This funding has been secured from venture capital, institutional, individual, and corporate sources. We have served clients in the following industries:SoftwareInternetIdentification & Access ControlBiotechIndustrial TechnologyMaterial HandlingMotion ControlVision & OpticsConsumer Products & ServicesE-commerceLogisticsFinancial Services