Information about FinFolio for press and 3rd parties

For the Press

Press Release Blurb

FinFolio develops and supports an extensible investment management software platform for financial professionals. FinFolio has embraced an expanded definition of portfolio management which includes a REST API (wealthlab.io), trading, rebalancing, billing, reporting, client data distribution and all other elements of a financial adviser's back office. FinFolio's clients include investment advisers, financial planners and other wealth managers. For more information about FinFolio visit www.finfolio.com.

Contact Information

For press inquiries please contact:

Devin Vigil
FinFolio
Greenwood Village, CO 80111
USA

Voice: 720-206-0660
E-Mail: devinvigil@finfolio.com
Website: http://www.finfolio.com
Blog: http://www.finfolio.com/blog

Product Graphics

Click the graphic name (underneath the thumbnail) to open the full-size image. These can be used in print and online media, contact us if you need higher resolution or other changes.

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dashboard list

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3 dashboards

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daily returns dashboard

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top security holdings dashboard

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hierarchical folio list

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block trading via FIX, dual monitor

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2 dashboards on tablets

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client portal on tablet/phone

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different app colors, 5 tablets

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rebalancing current vs target screen

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wealthlab.io & FinFolio API