---
title: FolioSure Acuity Analytics Reviews
meta_title: 'FolioSure Acuity Analytics Reviews 2026: Details, Pricing, & Features
  | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how FolioSure Acuity Analytics works for a business like yours.
aggregate_rating:
  rating_value: 4.8
  review_count: 2
  scale: '5'
date_modified: '2025-12-10'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# FolioSure Acuity Analytics Reviews
**Vendor:** Acuity Analytics  
**Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 2
## About FolioSure Acuity Analytics
Meet FolioSure, our proprietary AI-powered portfolio monitoring and reporting software. By combining automation, advanced analytics and expert oversight, it eliminates duplication, ensures accuracy and provides a single source of truth for private markets data. The result: auditable reporting, more reliable insights, and greater confidence in every decision.




## FolioSure Acuity Analytics Reviews
  ### 1. Beat Foliosure performance

**Rating:** 4.5/5.0 stars

**Reviewed by:** Aswini R. | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 19, 2023

**What do you like best about FolioSure Acuity Analytics?**

it is used to monitori complete portfolio and reporting solution for private market, data opreations and investor reporting can be time consuming and labour intensive, integration of usage was awesome. user friendly.

**What do you dislike about FolioSure Acuity Analytics?**

slow while using application, delay in calculation

**What problems is FolioSure Acuity Analytics solving and how is that benefiting you?**

monitoring the reports, investment reports and  secure the privacy

  ### 2. Review for BEAT FolioSure

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 24, 2023

**What do you like best about FolioSure Acuity Analytics?**

The way of application monitoring equity and venture capital

**What do you dislike about FolioSure Acuity Analytics?**

No nothing like that in BEAT FolioSure application.

**What problems is FolioSure Acuity Analytics solving and how is that benefiting you?**

It's monitoring solution that enables accurate tracking and comparison of the performance.



- [View FolioSure Acuity Analytics pricing details and edition comparison](https://www.g2.com/products/foliosure-acuity-analytics/reviews?page=1&section=pricing&secure%5Bexpires_at%5D=2026-08-09+10%3A54%3A59+-0500&secure%5Bsession_id%5D=5b848f50-445e-43e3-b770-76f2a52651d1&secure%5Btoken%5D=f6d64f352d6101dd8508d6a3b9aaca2e4e4e58626ce1d3bb2307f4195fcf7ab0&format=llm_user)

## FolioSure Acuity Analytics Features
**Functionality**
- Customizable Reporting
- Market Analytics
- Client Portal
- Investment Accounting
- Real time 
- Compliance
- Customizable Reporting
- Investor Portal
- Historical Reporting
- Investor Reporting
- Visual Analytics
- Tax Compliance
- Portfolio Reporting

**Integration**
- Data aggregation
- Accounting Integration
- Risk Management
- Portfolio Accounting
- Contact Management
- Workflow Management
- Investor Management
- Trade Management
- Investment Management
- Portfolio Management
- Document Management
- Compliance Management
- Order Management
- Fund Management
- Tax Management
- Cash Management
- Client Management
- Fee Management
- Financial Management
- Stock Management

**Agentic AI - Investment Portfolio Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Forecasting
- Third-Party Integrations
- Categorization/Grouping
- Budgeting/Forecasting

**Additional Functionality**
- Risk Assessment
- Automated Execution
- Monitoring
- Financial Analysis
- Cryptocurrency Tracking
- Generative AI
- Profit/Loss Statement
- Risk Analysis
- General Ledger
- Customizable Reports
- Investor Communication
- Performance Analysis
- Performance Metrics
- AI Copilot
- Portfolio Analysis
- Activity Tracking
- CRM
- For Hedge Funds
- Audit Trail
- Data Import/Export
- Collaboration Tools
- Mobile Access
- Modeling & Simulation
- Compliance Tracking
- For Investment Advisors
- Portfolio Rebalancing
- Investment Research
- Commodity Futures
- API
- Activity Dashboard
- Benchmarking
- Alerts/Notifications
- Investments Tracking
- Bonds/Stocks
- For Investors & Traders
- Multi-Currency
- Stock Tracking
- Watch List
- What-if Analysis
- Goal Setting/Tracking
- Wash Sale Detection
- For Traders
- Side-by-Side Comparison

## Top FolioSure Acuity Analytics Alternatives
  - [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) - 4.3/5.0 (703 reviews)
  - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (426 reviews)
  - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (284 reviews)

