The best portfolio management software and trading software on the market, 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.
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 for our advisors, but FinFolio makes it easy to manage our strategies and other operational functions as well as extend powerful reporting to our advisor platform.
Steve Osterink jr., CRA, CFP, AIF, CEO of Advisory Alpha
“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 Rudek, principal, Heritage Wealth Architects