Standard support
Direct email support, step-by-step documentation and user guide, an onboarding checklist, and release notes for every update. Most questions are answered without ever sharing your data.
Support that keeps you in control
A real person at Granite Hall Solutions responds to every request, usually within one business day. Because FI Investment Tracker runs entirely on your own machine, we can help you without ever touching your portfolio data — you stay in custody of your numbers even while we troubleshoot. Pick the right inbox below and we'll get you back to a clean close.
Support is included with every license — there is no separate support contract to buy. We aim to acknowledge standard requests within one business day, and we prioritize anything that blocks a month-end close or a regulatory filing. Implementation and legacy-conversion help is included for new customers.
Implementation & onboarding
Moving off ACE or spreadsheets? We help with the legacy conversion, balancing your imported data back to your reports, setting up your NCUA / FFIEC report packages, and reviewing your first month-end close together — so you're confident before you rely on it.
Security & vendor review
Your IT or risk team can request our vendor due-diligence packet — our local-first data-custody model, code-signing details, and software bill of materials (SBOM). We answer security questionnaires directly. We're candid about where we are as a young company, including the fact that we do not yet hold SOC 2.
Recover quickly, on your own machine
If something looks wrong, you're not stuck waiting on a vendor. FI Investment Tracker keeps on-device restore points and takes a pre-restore snapshot before any change, so you can roll back safely without sending data anywhere. Email [email protected] and we'll walk you through it.
To open a request, send only your app version, platform, license status, backup status, and a screenshot or log of the issue — that's almost always enough. Please don't send portfolio files, imports, GL balances, or report packages unless a separate written agreement specifically calls for it. Keeping your member and portfolio data on your machine is the whole point.
Still evaluating?
See exactly how we handle your data and what your IT team will ask about.