For the Press
Press Release Blurb
FinFolio makes wealth management simple!
FinFolio makes back office software for professional wealth managers. We do 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.
For press inquiries please contact:
Rick Van Schoick
3000 Lawrence St.
Denver CO, 80222
Voice: 720-206-0660 x1
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.
top security holdings dashboard
block trading via FIX, dual monitor
different app colors, 5 tablets
rebalancing current vs target screen