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.

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If you decide to host FinFolio yourself, use sophisticated tools to automate and schedule important processes like your daily imports. FinFolio is compatible with Microsoft PowerShell™, Microsoft's powerful task automation framework. It has a both a command-line shell and scripting language. PowerShell™ is integrated with the .NET framework and third-party tools allow for visual editing and advanced automation.
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FinFolio gives developers the hooks to access us programmatically. We have a well documented REST API for common functions like running reports. This can be used to incorporate FinFolio's reports into another web site.

At the heart of FinFolio is a clean SQL database in third degree normal form with straightforward table and column names. Row-level security is implemented in the database, allowing SQL developers to easily build queries and make bulk changes.

Core functionality can be extended by inheriting from base classes and implementing interfaces in any .Net language like C# or Visual Basic. Add new calculations, filters, or groupings that immediately show up everywhere in FinFolio including on reports and views.

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