Information about FinFolio for press and 3rd parties

For the Press

Press Release Blurb

FinFolio makes wealth management simple!

We make back office software for professional wealth managers. It does performance reporting, dashboards, billing, trade order management, rebalancing, composites, client portals, and a comprehensive REST API for extensibility. Our clients include investment advisers, financial planners and other wealth managers.

For more information about FinFolio visit www.finfolio.com. or contact us at 720-206-0660.

Contact Information

For press inquiries please contact:

Joseph Lu
FinFolio
Greenwood Village, CO 80111
USA

Voice: 720-206-0660
E-Mail: josephlu@finfolio.com
Website: http://www.finfolio.com
Blog: http://www.finfolio.com/blog

Product Graphics

Click the graphic name (underneath the thumbnail) to open the full-size image. These can be used in print and online media, as long as they are attributed to FinFolio with a link to our website. Please contact us if you need higher resolution or other changes.

screen_dashboards_2550x1440.png
dashboard list

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3 dashboards

table_hands_daily_returns-1.jpg
daily returns dashboard

top_holdings.jpg
top security holdings dashboard

folios.jpg
hierarchical folio list

dual-screen-trading.jpg
block trading via FIX, dual monitor

2dashboards-1.jpg
2 dashboards on tablets

client_portal_tablet_phone_orange.jpg
client portal on tablet/phone

private_label_colors_tablets.jpg
different app colors, 5 tablets

rebalance_current_vs_target.jpg
rebalancing current vs target screen

laptop_api_calculation.png
wealthlab.io & FinFolio API