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 on a single platform.

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[We tried other portfolio management software], 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 outsourcing of imports and reconciliation all come from one vendor was a major aspect in our decision.

James Knapp, CEO of Heritage Wealth Advisors

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