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