Investment Portfolio Management Software

Portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.

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We tried several other portfolio management software systems, and we believed FinFolio and their reporting framework offered us the best reporting value in the marketplace. The fact that all aspects of the process: billing, trading/rebalancing, reporting and client portal all come from one vendor was a major aspect in our decision.

John Orlando, President of Financial Security Group

FinFolio was key to our transition from outsourced data management to hosting and running portfolio management software in-house with existing staff. On an annual basis, this will trim over $100,000 from our technology budget, as well as increase our operational efficiencies.

Mark Hebner, Founder and CEO of Index Fund Advisors