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What we do

FinFolio develops and supports
 

portfolio management software for financial professionals. Our clients include investment advisors, financial planners and wealth institutions with assets ranging from under $100 million to over $100 billion.​​


You can contact F​inFolio here.

  

Reporting

Branded portfolio management reports that you can customize without hiring consultants.

Data Quality

Our patent-pending error tracking system gives you clean portfolio management data.

Automation

Automate FinFolio processes with Microsoft PowerShell, a powerful scripting language.

Cloud

FinFolio can run in a public and private cloud environments--no need to buy expensive servers.

Leadership

FinFolio is a growing company, founded by experienced portfolio management software veterans.

Training

FinFolio has a comprehensive video training library covering every aspect of our software.

Service

Our implementation team converts your portfolio data and customizes FinFolio for your firm.

Social

Follow us in the press, on our blog or @finfolio on twitter. First for portfolio management news.

 

Wh​y FinFolio?

1. Amazing portfolio management ​software

    Modern Microsoft Office-style design >

    Brochure-quality reports >

    CleanData™ quality monitoring >

2. Flawless implem​entations

    Managed implementation process >

    Convert your data >

    Flexible customization options >

3. Our clie​nts love us

    Friendly, responsive support staff >

    Large video training library >

    Active online support forum >

Twitter
 

Portfolio Management Blog

4/25/12 - Quick Reports

Some of the feedback we’ve gotten over the last year is that FinFolio reports should be easier to print. Currently FinFolio prints reports using the report wizard, which simplifies the process for large print jobs...

3/28/12 - Analyzing Calculations

“Can you tell me why this rate of return is so low?” A big part of portfolio management software support is helping advisors determine how calculations work...

2/29/12 - Color-Coded Groups

Last Friday we rolled out two major enhancements to grouping. We created "static" color-coded groups that make it easy to lock down item groupings across large numbers of items...

See more on our blog >

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