by Matt Abar, on Jun 8, 2015 10:53:00 AM
We have just launched our new finfolio.com site. In addition to a nice new look and feel, we have updated the product descriptions with all the new portfolio management software features we have added recently. Did you know that FinFolio now has rebalancing and a mobile-ready client portal?
The layout is cleaner and better suited for tying to online marketing. Please bear with us while we move (6) years of blog posts over.
FinFolio makes portfolio management software for investment advisors. We have embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single portfolio management software suite.
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
FinFolio
3000 Lawrence Street, Suite 6
Denver, CO 80205
(720) 206-0660
sales@finfolio.com
PRIVACY
