A secure document vault and live portfolio
reports in the most customizable portal
available to wealth managers.
Every day, the number of devices, platforms, and browsers that need to work with your client portal grows. Responsive web design represents a fundamental shift in how websites will be built for years to come. Our client portal has been created using modern responsive design techniques and will find the best way to present itself on your client's device, be it phone, tablet, desktop or a future form factor.
Upload important client documents, or print FinFolio client reports directly to the vault. Decide who can see each document--clients, advisors or other stakeholders. Print any report directly to the document vault from FinFolio, avoiding intermediate steps and uploads.