I have some exciting news. For the last 2+ years, we have been working on FinFolio 2.0 and are finally ready to share. We are launching our powerful REST API as a stand alone product: wealthlab.io.
by Matt Abar, on Jul 26, 2017 12:09:28 PM
I have some exciting news. For the last 2+ years, we have been working on FinFolio 2.0 and are finally ready to share. We are launching our powerful REST API as a stand alone product: wealthlab.io.
FinFolio makes portfolio management software for investment advisors. We have embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single portfolio management software suite.
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