Our web based portfolio management software lets you do your own downloads using powerful administration tools. Or outsource everything to us and focus on your clients. Switch between models as the needs of your firm change.
Maintain your flexibility and independence by using software that is clearly separated from your hosting model.
Easily move back and forth between models as the needs of your firm change.
Use segmented logins for different branches, sub-branches, advisors and brokers in your firm; each login sees only the data you want them to see. The flexible grouping and management structure matches the real reporting hierarchy in your firm. No "extra levels" or "missing tiers".
Set rights on specific software functionality (like rebalancing or importing) for different users. FinFolio uses Microsoft Active Directory for security, letting you re-use your existing network logins and groups.