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TransFolio Business

TransFolio Business is designed for professionals who want to manage portfolios of clients, family members or structures efficiently and transparently.

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Manage complex structures with the ease of use of TransFolio:

  • Multiple users and access levels
  • Portfolios grouped by person, company or structure
  • Consolidation across multiple accounts, banks and brokers
  • Overview per customer and total reports
  • Quickly calculate returns per individual, portfolio or as a whole
  • Manually enter transactions or import via InteractiveBrokers

Ideal for private investors who want more insight and control over their results.

Monthly membership

  • €54/m > billed monthly
  • €45/m > billed annually (= 20% discount)

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What other investors are saying about TransFolio Business

Discover how this solution makes a difference for investors.

  • One tool for all customers

    Easily switch between customers without having to restart each time.
    Stéphane, Namur

  • One-click reporting

    I deliver a report every month that looks clear and professional.
    Ad, Roosendaal

  • User friendly

    Grown from 2 to 15 portfolios without any effort.
    Tom, Mechelen

  • Great for family assets

    I can track accounts of my children, parents, and business – all in one dashboard.
    John, London

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