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FinFolio Integrates With Redtail CRM

The integration combines FinFolio’s investment management, trading, billing and client portals with Redtail’s CRM functionality.

DENVER, Co, June 20, 2022 - FinFolio, a leading solution for investment management and trading software, today announced a partnership with Redtail, the market-leading CRM solution for financial advisors. The integration allows investment and wealth managers to synchronize data across systems, streamlining workflows and operations.

Read more . . . FinFolio partners with Redtail

FinFolio Partners with StoneX Group Inc.

The exclusive partnership combines FinFolio’s investment management, trading, billing and client portals with StoneX Group Inc.’s extensive and world-class custodial and clearing services.

DENVER, Co, April 11, 2022 - FinFolio, a modern solution for investment management and trading software, today announced a partnership with StoneX Group Inc., the market-leading custodial solution for US and international broker dealers and investment advisers. The partnership allows investment and wealth managers that custody with StoneX Group Inc. to download and import account data and activity, streamlining workflows and operations.

Read more . . . FinFolio Partners With StoneX

RightCapital Financial Planning Software Announces Integration with FinFolio

August 14, 2019 /PRNewswire-PRWeb/ -- RightCapital, a next-generation financial planning tool for investment advisors, today announced an integration with FinFolio's investment portfolio management software that simplifies...

Read more: RightCapital FinFolio Integration


Riskalyze Selects FinFolio to Deliver Electronic Trading

February 08, 2018 - FinFolio and Riskalyze have partnered to add electronic trading to Autopilot, Riskalyze's Automated Account Platform. Straight-through processing will be available to Royal Bank of Canada clients in Q1 2018...

Read more: Riskalyze Selects FinFolio

Modular Portfolio Management

October 9, 2017 - Matt Abar's FinFolio organization may be the most interesting software company that you're barely aware of, mostly because there appears to be no advertising campaign behind it...

Read more: Modular Management

The latest in financial adviser #FinTech

October 3, 2017 - ...FinFolio launches its FinFolio 2.0 software, providing its own interface to the underlying portfolio management tools it is also making available as REST APIs via Wealthlab.io...

Read more: The latest in financial adviser #FinTech

Introducing FinFolio 2.0

September 8, 2017 - FinFolio 2.0 launches today; it is a web app for professional wealth managers that does portfolio management, billing, trading and client portals. It can be hosted and run by FinFolio in the cloud or run on-premise by the asset management firm.

Read more: FinFolio launches FinFolio 2.0 For Portfolio Management & Trading

FinFolio Adds Albitz/Miloe as Client

August 22, 2017 - FinFolio is investment management software designed to download, report and trade on portfolio management data for investment advisory practices. FinFolio has been deployed to Albitz Miloe's platform and is now in general use at the firm.

Read more: FinFolio Adds Albitz/Miloe As Client

The latest in financial adviser #FinTech

August 9, 2017 - Welcome to the August issue – where we look at the big news, announcements and underlying trends. This month's edition kicks off with a look at...

Read more: The latest in financial adviser #FinTech

Kitces Nerd's Eye View Checks Out FinFolio's Wealthlab.io

Aug 7, 2017 - FinFolio launches Wealthlab.io, a standalone REST API back-end platform for account openings, trading and rebalancing, and data feeds, that should provide an expedited foundation for new robo startups (or even large advisory firms that want their own custom-created wealth management solution).

Read more: Kitces Nerd's Eye View

FinFolio Launches wealthlab.io, an API for Wealth Management and Trading

August 1, 2017 - wealthlab.io is a stand-alone REST API for professional wealth managers and their technology teams. It allows them to easily create client portals or wealth management apps using FinFolio’s well-documented APIs. For those unfamiliar with the term, representational state transfer (REST) or RESTful web services is a way of providing interoperability...

Read more: T3 Technology Tools for Today

FinFolio Launches Standalone Wealth Management API

July 28, 2017 - FinFolio has launched an API that provides everything its flagship FinFolio app provides. The standalone API, wealthlab.io, was launched to help provide trading and wealth management software tools to third parties looking to improve wealth management apps and client portals.

Read more: Programmable Web

FinFolio adds HCO Private Wealth as portfolio management software platform client

4/28/2017  FinFolio’s outsourced investment management platform offers FIX connectivity and algorithmic real time trading of portfolios including sleeve level strategy management . FinFolio has been deployed to HCO Private Wealth and is now in general use at the firm.

Read more: FinFolio adds HCO Private Wealth as Client

FinFolio adds Gravity Investments as Portfolio Management Software Platform Client

9/22/2016 - FinFolio's outsourced portfolio management software with REST API is key to Gravity Investment's decision.

Read more: FinFolio adds Gravity Investments as Client


FinFolio Adds Portfolio Reporting Distribution Options

1/9/2015 - FinFolio adds new Outlook integration to its Report Wizard, making it easy to compile and send reports electronically. In addition to running client reports and saving them as a Word, PDF, and CSV or directly into SharePoint, FinFolio’s Client Portal technology, users may now send client reports and packages directly to Outlook via an encrypted password protected PDF attachment.

Read more: T3 Technology Tools for Today

FinFolio Adds Windows™ PowerShell Integration

11/26/2014 - Using Windows™ PowerShell’s open framework in conjunction with FinFolio’s WorkStation software, administrators and operations teams can easily schedule and automate a firm’s entire custodial data file import process. PowerShell’s command console allows users the option of importing data files into FinFolio’s database to the specific status desired, posted or pending.

Read more: FinFolio Integrates With PowerShell

FinFolio Adds Cost Reconciliation Functionality

10/16/2014 - FinFolio has recently added new functionality to their portfolio management software suite. FinFolio has released into production a new reconciliation wizard which assists asset management firms in calculating and reconciling cost basis data.

Read more: FinFolio Adds Cost Reconcilation

Tillerman Securities, Ltd. Goes Live on FinFolio's Multi-currency Portfolio Management Software

11/20/2013 - Off-shore broker/dealer utilizes FinFolio's multi-currency, trading/rebalancing, portfolio management and client reporting functionalities.

Read more: Tillerman Goes Live on FinFolio

LOGe goes live on FinFolio's Portfolio Management Software

7/29/2013 - FinFolio, Inc. a leading innovator in the portfolio management software industry today announced that LOGe Solutions LLC is live on FinFolio's WorkStation wealth management solution. LOGe Solutions selected FinFolio to improve portfolio management efficiencies utilizing FinFolio’s WorkStation software coupled with their outsourcing partner...

Read more: LOGe goes live on FinFolio Workstation

FinFolio and BaySys Technology Enter into Strategic Partnership

5/9/2013 - FinFolio, a portfolio management software provider, enters into a strategic partnership with BaySys Technology, an outsourcing service provider, to bring a complete fully outsourced portfolio management solution to the RIA and Asset Management market.

Read more: FinFolio and BaySys Technology Enter into Strategic Partnership

Raising The Bar

3/6/2013 - After maintaining a very low public profile over the past year or so, [FinFolio] will likely be much more visible in financial advisory circles this year. [The application], which already has a loyal following among a select group of advisory firms, is capable and robust, but it is not the core functionality of the application that will create the buzz in the months ahead.

Read more: Raising The Bar

FinFolio & Trade Warrior form Stategic Partnership

2/10/2013 - FinFolio, a portfolio management software provider and Trade Warrrior, a rebalancing software provider, anounce completion of integration.

Read more: T3 Technology Tools for Today

RIA.biz names FinFolio as one of 12 Key RIA technology events of the year

1/26/2013 - FinFolio, Inc. an innovative provider of portfolio management software for the RIA and asset management marketplace

Read more: RIA.biz names FinFolio in Top 12

Index Funds Advisors Selects FinFolio

11/6/2012 - FinFolio today announced that Index Funds Advisors (IFA) has gone live on FinFolio’s portfolio management software. IFA uses FinFolio Workstation to manage $1.6 billion in client assets across more than 1,750 clients.

Read more: IFA Selects FinFolio

FinFolio is a serious contender

2/10/2012 - FinFolio has now launched and is a serious contender...

Read more: advisors4advisors.com

FinFolio is hiring top sales talent

11/8/2010 - Both companies see plenty of ready buyers for next-gen portfolio management systems. In a sign of increasing momentum – not to mention competition — among emerging providers of portfolio management systems, FinFolio is hiring its first national sales director

Read more: riabiz.com

FinFolio is rewarding loyal Techfi customers as beta period ends

Matt Abar is rewarding his most diehard followers, those who stuck with him and his software through a start-up, a merger, an orphaning and now another start-up. The conversion to FinFolio Workstation 2010 will be free for current Techfi users

Read more: riabiz.com

New portfolio management software available for advisers, money managers

Today marks the debut of FinFolio Workstation 2010, the first entirely new [portfolio management] software for investment advisers launched in nearly a decade

Read more: Investment News

FinFolio sizzles at the T3 conference

Nevin Freeman and I arrived late this afternoon at the Technology Tools for Today conference in time for the last break-out session of the day. We chose to ease into the action by attending a breakout session presented by Matt Abar of Finfolio

Read more: riabiz.com

The executive Advent bought is back with a vengeance

The executive Advent (ADVS) bought and buried is back with a vengeance. Matt Abar's second act looks formidable, say beta clients and industry experts...

Read more: riabiz.com

Challenging PortfolioCenter and Axys Dominance

12/1/2009 - Financial Advisor Magazine includes FinFolio in an article discussing portfolio management options for investment advisors. The article says "a few apps have risen up to challenge Schwab PortfolioCenter and Advent (ADVS) Axys dominance"

Read more: Financial Advisor Magazine

Unprecedented flexibility and power, with an intuitive interface

11/19/2009 - Nevin Freeman at RiaBiz.com does a technical review of FinFolio Workstation. He was "very impressed" and thinks we "may rock the boat with FinFolio."

Read more: riabiz.com

Breaking Gridlock?

Financial Advisor Magazine revisits FinFolio after a year and previews our alpha release. The article goes into depth about FinFolio's functionality and where they expect us to exceed the competition.

Read more: Financial Advisor Magazine

Unfinished Business

2/1/2008 - Financial Advisor Magazine talks about the birth of a new portfolio management company. The article discusses the final days of Techfi before and after the Advent sale and paints a hopeful picture of a FinFolio future.

Read more: Financial Advisor Magazine