Enterprise

Invested in your business

Unlock the full power of Koyfin and tailor it to the needs of your business.

Advanced Graphing Market Dashboards Portfolio Analysis Custom Dashboards Export Data

Use a tool that’s built for
business

Koyfin has been designed to streamline your workflow and give you
everything you need, all in one place.

Custom on-boarding

From best practices and custom dashboards to administrator rights; our customer support team will get you set up for success.

Scaleability built-in

Koyfin has been designed with growth in mind. Bolt-on additional features as you grow and seamlessly grow with our 24/7 priority support.

Cost-effective

Professional tools don’t have to come with prohibitive prices. Our Enterprise plans are built exclusively around your needs.

Voted best value

In the Kitces Report, users were asked about the value of tools they use relative to their cost. With a value of over 9.5 out of 10, Koyfin was the highest-ranked tool by Financial Advisors.

Unify data across your
organization

By bringing your teams into Koyfin, there are no more out-dated
spreadsheets or scattered data; improving clarity and accuracy.

Company watchlists

One source of truth

Utilize the power of watchlists in Koyfin to ensure that your team are all looking at the same data and all on the same page.

Team collaboration

Easily share watchlists within your team

Add securities to custom watchlists and easily share them with your team — no more sending spreadsheets back and forth or wondering who has the latest version.

Streamline your workflow

Stay focused on
your business

From live data to breaking news, Koyfin has been designed to give you everything you need, all in one place. That means less time toggling between browser windows and more time to focus on your work.

Save templates

Adapt and save
company templates

Koyfin lets you make changes to graphs to reflect how your organization likes to work, making it incredibly easy to maintain consistency.

Branded insight

Share your charts at the click of a mouse

Share your charts with an easy link, or easily embed them in your company website. You can also download your graphs to use in presentations or emails.