Right from the start, you'll feel like you know our software. Navigate using the Ribbon, just like Microsoft Office. Use views for quick access to all entities, listing them on-screen with values, all fully editable. Friendly wizards walk you step-by-step through operational processes like billing and rebalancing. Dockable tool windows let you create custom workspaces suited to your current task.

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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
PRIVACY