Works with
Invest
Make informed investing decisions
Welfio's comprehensive risk and return scoring allows you to identify the most attractive investment opportunities in seconds.
Live risk-reward assesment of opportunities
Loan originator risk scoring
Red & orange flags for loan originators
Coming soon
Opportunity & risk alerts
Automated investing strategies
Track
Track investment performance
Various charts, tables, and metrics - all you need to know how well your loan investments are actually doing.
Core portfolio metrics
Loan originator performance
Performance charts
Recovery funds analysis
Cash flow forecasting
Coming soon
Aggregated market data
Reporting
Report on the value and earnings
Stay on top of the developments of your portfolio value, your accounting and tax reporting.
Balance sheet reporting
Coming soon
Tax reporting
Joint account statement
“
Welfio takes the legwork out my due diligence process and allows me to easily and visually track my true portfolio performance. Welfio is an invaluable tool for all levels of investors and I strongly endorse it.
Sterling
P2P Millionaire