NEW Easily integrate your FinFolio database with Redtail. Complete control over data flows, each complementing the other.
NEW Sync FinFolio data with WealthBox, allowing your custodial data to fill in your CRM database.
Wealthbox is known for its modern product design that results in a powerful yet simple user-experience for RIA firms of all sizes.
Easily place a client's Riskalyze score into reports, dashboards and client portals.
NEWDeliver your own investment strategies managed with intelligent algorithms at scale, sync'd & traded automatically.
NEW Sync account and holdings detail directly with financial plans
Print reports directly to Box.com folders and link Box.com to your client portal for 2-way file sharing.
NEWClients can chat with their advisors and other team members on the portal.
NEW Sync client, accounts, transaction and security data
NEWClients can book appointments on the advisor's schedule from the client portal.
Push account data and calculations to your financial planning system
Gather, transform and deliver financial account data for 15,000+ financial entities.
Import fund and account information for any DST mutual fund family or annuity.
FactSet’s global datasets, powerful analytics, and comprehensive data feeds let users stay ahead of market trends, access extensive company and industry intelligence, and monitor performance of their equity and fixed income portfolios in the office or on the go.
Import account information and transactions, upload trades and fees.
Self-clearing broker dealer. Import account information and transactions and send trades via FIX.
Import clients, accounts, securities, prices, transactions and cost information.
A self-clearing broker dealer. Import account information and transactions, upload trades and fees.
A self-clearing broker dealer. Import account information and transactions, upload trades and fees.
Bulk import and export most types of FinFolio data into Microsoft Word and Microsoft Excel file formats.
A self-clearing broker dealer. Import account information and transactions.
Self-clearing broker dealer. Import account information and transactions.
Self-clearing broker dealer. Import account information and transactions and send trades via FIX.
Self-clearing broker dealer. Import account information and transactions.
Self-clearing broker dealer. Import account information and transactions.
Self-clearing broker dealer. Import account information and transactions.
Self-clearing broker dealer. Import account information and transactions and send trades via FIX.
NEW Effortless portfolio valuations and fund look-throughs.
Self-clearing broker dealer. Import account information and transactions, and send trades via FIX.
Self-clearing broker dealer. Import account information and transactions.
Use WordPress themes and plugins in the FinFolio client portal. Insert FinFolio report widgets directly into any WordPress site to show live reports.
Download account information and transactions, upload trades and fees.
