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
We've dramatically reduced the time for billing and reporting on a quarterly basis. We've also been able to speed up the process of implementing and rebalancing our investment models
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