FinFolio integrates with CRM, planning, analytics, productivity and other apps. Developers can access a well-documented REST API with data and business logic.
Why would you need anything besides FinFolio? Maybe you won't. But if you do, we've got you covered.
FinFolio can integrate with most third-party apps and services. If you already use a rebalancer and don't want to switch, we can sync your data before you trade. If you have planning system or CRM we can work with those too.