PieSync

    NEWSynchronize contacts and other info with 80+ CRM and contact management apps.

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    Bank of America

    Import account information and transactions, upload trades and fees.

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    BaySys Tech

    Portfolio management outsourcing and custom development for FinFolio.

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    Bloomberg

    Import pricing, security, and corporate action data from Bloomberg.

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    BNY Mellon

    Import account information and transactions from BNY Mellon.

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    Box.com

    Print reports directly to Box.com folders and link Box.com to your client portal for 2-way file sharing.

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    Morningstar ByAllAccounts

    Gather, transform and deliver financial account data for 15,000+ financial entities.

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    Charles Schwab

    Import account information and transactions, upload trades and fees.

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    Dropbox

    Print reports directly to DropBox folders and link DropBox to your client portal for 2-way file sharing.

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    DST Systems

    Import fund and account information for any DST mutual fund family or annuity.

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    FactSet

    FactSet’s global datasets, powerful analytics, and comprehensive data feeds let users stay ahead of market trends, access extensive company and industry intelligence, and monitor performance of their equity and fixed income portfolios in the office or on the go.

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    Fidelity

    Download account information and transactions, upload trades and fees.

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    Goldman Sachs

    Download account information and transactions, upload trades and fees.

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    Google Drive

    Print reports directly to Google Drive folders and link Google Drive to your client portal for 2-way file sharing.

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    Gravity Investments

    Gravity makes an institutional robo advisor platform that pushes model portfolio information to FinFolio and trades accounts.

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    IDC Interactive Data

    Import account information and transactions, upload trades and fees.

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    InfoVisa

    Import account information and transactions.

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    Interactive Brokers

    Self-clearing broker dealer. Import account information and transactions and send trades via FIX.

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    JP Morgan

    Import clients, accounts, securities, prices, transactions and cost information.

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    Junxure

    CRM solutions and practice improvement for financial advisors.

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    LPL Financial

    A self-clearing broker dealer. Import account information and transactions, upload trades and fees.

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    Merrill Lynch

    A self-clearing broker dealer. Import account information and transactions, upload trades and fees.

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    Microsoft Office

    Bulk import and export most types of FinFolio data into Microsoft Word and Microsoft Excel file formats. 

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    Microsoft OneDrive

    Print reports directly to OneDrive folders and link OneDrive to your client portal for 2-way file sharing.

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    Microsoft SharePoint

    Print reports directly to SharePoint document libraries, and insert live reports into SharePoint web pages.

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    Morgan Stanley

    A self-clearing broker dealer. Import account information and transactions.

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    Morgan Stanley Switzerland

    Self-clearing broker dealer. Import account information and transactions.

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    M&T Bank

    Self-clearing broker dealer. Import account information and transactions and send trades via FIX.

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    National Advisors Trust

    Self-clearing broker dealer. Import account information and transactions.

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    Northern Trust

    Self-clearing broker dealer. Import account information and transactions.

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    Pershing

    Custodian. Import account information and transactions.

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    Royal Bank of Canada

    Self-clearing broker dealer. Import account information and transactions.

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    Scottrade

    Self-clearing broker dealer. Import account information and transactions.

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    State Street

    Self-clearing broker dealer. Import account information and transactions and send trades via FIX.

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    TD Ameritrade

    Self-clearing broker dealer. Import account information and transactions.

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    SunGard

    Use SunGard as your Gateway to the FIX trading network.

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    TradeWarrior

    Trading and rebalancing software. Import positions and tax lots from FinFolio.

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    TRX

    Trading and rebalancing software. Import positions and tax lots from FinFolio.

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    UBS AG

    Self-clearing broker dealer. Import account information and transactions.

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    UBS Financial Services Inc

    Self-clearing broker dealer. Import account information and transactions.

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    TIAA-CREF

    Self-clearing broker dealer. Import account information and transactions.

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    Think or Swim

    Self-clearing broker dealer. Import account information and transactions.

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    Wachovia

    Self-clearing broker dealer. Import account information and transactions.

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    WordPress

    Use WordPress themes and plugins in the FinFolio client portal. Insert FinFolio report widgets directly into any WordPress site to show live reports.

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    Yahoo!

    Online finance service. Import pricing data.

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    Wells Fargo

    Download account information and transactions, upload trades and fees.

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    Don't see your integration?

    FinFolio adds new integrations every month, usually at no charge. If you don't see your custodian or other integration, let us know and we will be happy to add it.

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