FinFolio was designed from the ground up to run in an enterprise environment. FinFolio founders have written scalable portfolio management platforms to manage thousands of advisors' practices and hundreds of billions in client assets. We understand how portfolio software needs to work in an enterprise and have designed FinFolio to accommodate large installations on a variety of different platforms.

You can log into the office from home, or have your entire office log into an off-site hosted solution. Easily transition from a locally installed FinFolio database to an off-site, outsourced service provider, or vice versa.

FinFolio scales using commodity hardware. Monitor your usage and scale out the object/web tier to make your reports run faster. Use segmented SQL databases (or other solutions depending on your database vendor) to spread a large amount of data across multiple servers. Do this all inexpensively and linearly.

FinFolio can run in "service bureau" mode, where you manage multiple advisor databases from one datacenter with a centralized operations team. Create separate databases for each advisor or run multiple advisors on the same database, with a consolidated product/price table and segmented login security.

Why build your own service bureau software when you can install FinFolio and be up and running immediately? Take the time you would have spent on software development and spend it building custom interfaces and reports for your advisor clients. Focus on building your client list, not writing software.