Simplify your back office

Report, bill, rebalance and publish client portals with our portfolio management software for professional investment advisers.

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Your New Back Office

Dashboards, reports, trading, billing and client portals. One app is all you need.

 

So Simple

Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple.

 

Easy To Customize

All RIAs are not the same. You have complete freedom to customize FinFolio.
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Integrations

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In The Press

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What Do Our Clients Think?

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