One app is all you need. Dashboards, reports, trading, billing and client portals all in the same place. One innovative design, built by a single amazing team, gives you a consistent experience throughout the app.
Wealth management is complex, but FinFolio makes it easy. We obsess over intuitive interfaces, clean layouts and a simple user experience. We will happily give you a trial login so you can see for yourself.
We know all RIAs are not the same, which is why we give users complete freedom to customize FinFolio. Make our software serve your needs exactly, with an ever-growing list of integrations to explore.
I chose FinFolio because of the superior reporting capabilities, sleeve level reporting and the client portal which is second to none.
Greg, CEO of an independent RIA
FinFolio’s flexibility has added tremendous value to our TAMP platform, and its usability is a great selling point when attracting new advisors. Our prior system was not intuitive... FinFolio makes it easy to manage [operations] as well as extend powerful reporting to our advisor platform.
Steve, CEO of a large TAMP network
We tried several other portfolio management software systems... the fact that all aspects of the process: billing, trading/rebalancing, reporting and client portal came all from one vendor was a major aspect in our decision.
John, president of a Virginia advisory firm
Our reps love how easy it is to create dashboards. The app boils down the daily activity of our firm, with a great synopsis of inflows, outflows, new clients and more.
Tyler, principal of a Minnesota-based RIA
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, founder/CEO of a 10B+ California RIA