FinFolio integrates with CRM, planning, analytics, productivity and other apps. Developers can access a well-documented REST API with data and business logic.
Why would you need anything besides FinFolio? Maybe you won't. But if you do, we've got you covered.
FinFolio can integrate with most third-party apps and services. If you already use a rebalancer and don't want to switch, we can sync your data before you trade. If you have planning system or CRM we can work with those too.
FinFolio gives developers the hooks to access us programmatically. We have a well documented REST API for *all* functions, from data reading/writing, to rebalancing, to reporting, to imports. How reliable is it? Our own app uses the REST API for everything it does.
Want to get crazy? FinFolio was built to be customized. Core functionality can be extended by inheriting from base classes and implementing interfaces in any .Net language like C# or Visual Basic. Add new calculations, filters, or groupings that immediately show up everywhere in FinFolio including on reports and views.
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
FinFolio
3000 Lawrence Street, Suite 6
Denver, CO 80205
(720) 206-0660
sales@finfolio.com
PRIVACY
