FinFolio | Portfolio Management Software
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    • Overview
    • Getting Started
    • Ease of Use
    • Portfolio Management
    • Dashboards
    • Reporting
    • Client Portals
    • Rebalancing
    • Order Management
    • Billing & Payouts
    • Deployment
    • Import & Recon
    • API
  • Integrations
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Portfolio Management & Trading Software

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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Getting Started

Convert from your old system with FinFolio's managed implementation process.

 
 
 

Ease of Use

FinFolio is easy to learn, yet capable enough to delight power users.

 
 
 

Portfolio Accounting

Multi-currency portfolio accounting engine that calculates cost, performance, and other financial metrics.

 
 
 

Dashboards

Comprehensive dashboards let you manage your practice and find inefficiencies.

 
 
 

Reporting

Tell your client story with flexible reports, branded with your logo and graphics.

 
 
 

Client Portals

A customizable client portal for web, tablets and phones.

 
 
 

Rebalancing

Rebalance using model-of-models, classifications, UMA and SMA strategies.

 
 
 

Order Management

FIX-enabled order placement, execution, allocation and trade processing.

 
 
 

Billing & Payouts

Bill client accounts then distribute the fees across a network of stakeholders.

 
 
 

Deployment

Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding.

 
 
 

Import & Recon

If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality.

 
 
 

API

An open API lets you extend the software, customizing and interfacing with external services.

    

Wealth management simplified
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About FinFolio

FinFolio​ makes portfolio management software for investment advisors and professional wealth managers.
 

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FinFolio
3000 Lawrence Street, Suite 6
Denver, CO 80205
(720) 206-0660
sales@finfolio.com

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