Become Your Clients' First Stop On The Web

What We Do

FinFolio makes portfolio management and trading software for large wealth management firms. Our clients include investment advisors, financial planners and wealth institutions. Run your entire backoffice on a single software package, tightly integrated with your client portal.

Our client portals include:

  • 100% Customizable - Customize every element. Colors, logos, themes, data sets, calculations.
  • Live Report Data - No fuss, no muss, no uploads. The portal always shows your current account information.
  • Responsive - Your portal looks great on browsers, phones and tablets.
  • Communicate - Blogs, discussion forums, news feeds and product information.
  • Document Vault - A bi-directional document vault supports two-way advisor-client workflows.
  • Extensible - Building on SharePoint gives us an ecosystem of pluggable components.