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.
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.
Matt Abar, on Jun 1, 2017 7:04:00 AM
Trading is one part of the back office where advisers sweat the details. Over my years in the industry, it is the second-most common area to have customization requests (#1 being client reports). Every trading system in the industry has different limitations, including FinFolio.
FinFolio is happy to announce we have exposed the entire trading workflow in our REST API. This gives technology-savvy wealth managers the ultimate tool for tweaking the trading process. Everything you can do from our software, you can now do programmatically. Rebalancing, security-level trading, FIX order management, tax lot harvesting--all of it available in the API.
Matt Abar, on Feb 2, 2017 7:16:00 AM
Good portfolio management software is extensible, which means a REST API. The FinFolio portfolio management REST API has 100+ financial calculations, including rates of return and US tax calculations. It handles fixed income instruments, options, and other special asset types. Developers can work with raw JSON data or run preconfigured HTML and PDF reports.
Matt Abar, on Jul 14, 2016 10:17:41 AM
Portfolio management software normalizes and consolidates all of your investment account information into one place. This naturally leads to users wanting to access this data programmatically, repurposing it to different services, and making changes to the data from other tools.
