FinFolio has 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 platform.
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Convert from your old system with FinFolio's managed implementation process.
FinFolio is easy to learn, yet capable enough to delight power users.
Multi-currency portfolio accounting engine that calculates cost, performance, and other financial metrics.
Comprehensive dashboards let you manage your practice and find inefficiencies.
Tell your client story with flexible reports, branded with your logo and graphics.
A customizable client portal for web, tablets and phones.
Rebalance using model-of-models, classifications, UMA and SMA strategies.
FIX-enabled order placement, execution, allocation and trade processing.
Bill client accounts then distribute the fees across a network of stakeholders.
Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding.
If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality.
An open API lets you extend the software, customizing and interfacing with external services.
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