Our web based portfolio management software lets you do your own downloads using powerful administration tools. Or outsource everything to us and focus on your clients. Switch between models as the needs of your firm change.
This is the app your advisors and reps will live in. All day, every day. They will see your firm colors and logo, main page graphics and other branding. The user experience of your everyday software will be a selling point to new reps and help you retain your key producers.
Use segmented logins for different branches, sub-branches, advisors and brokers in your firm; each login sees only the data you want them to see. The flexible grouping and management structure matches the real reporting hierarchy in your firm. No "extra levels" or "missing tiers".
Set rights on specific software functionality (like rebalancing or importing) for different users. FinFolio uses Microsoft Active Directory for security, letting you re-use your existing network logins and groups.