Redtail Technology

     NEW  Easily integrate your FinFolio database with Redtail.  Complete control over data flows, each complementing the other.

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    WealthBox

     NEW  Sync FinFolio data with WealthBox, allowing your custodial data to fill in your CRM database.

    Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.wealthbox-logo-dark

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    Riskalyze

    Easily place a client's Riskalyze score into reports, dashboards and client portals.

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    55ip

    NEWDeliver your own investment strategies managed with intelligent algorithms at scale, sync'd & traded automatically.

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    RightCapital

     NEW  Sync account and holdings detail directly with financial plans

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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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    FreshChat

    NEWClients can chat with their advisors and other team members on the portal.

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    Folio Institutional

     NEW  Sync client, accounts, transaction and security data

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    Calendly

    NEWClients can book appointments on the advisor's schedule from the client portal.

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    Junxure

    CRM solutions and practice improvement for financial advisors.

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    MoneyGuidePro

    Push account data and calculations to your financial planning system

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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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    BNY Mellon

    Import account information and transactions from BNY Mellon.

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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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    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 security master, prices, transactions, custodial balances, & tax lots. Upload trades and fees.

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    Goldman Sachs

    Download account information and transactions, upload trades and fees.

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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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    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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    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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    State Street

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

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    StockCalc

     NEW  Effortless portfolio valuations and fund look-throughs.

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    TD Ameritrade

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

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    SunGard

    Use SunGard as your Gateway to the FIX trading network.

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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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    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.

    Inquire About New Integration