Report, bill, rebalance and publish client portals with our portfolio management software for professional investment advisers.
Portfolio Management Performance Reporting Firm Dashboard Client Portal Billing & Payout Light CRM Task & Workflow Rebalancing & Trading
Will you be satisfied with another portfolio management system?
FinFolio offers a superior solution in a number of ways:
1. FinFolio's user interface is clean and simple. It isn't cluttered or composed of a number of individual apps. It is very easy to navigate with minimal training.
2. FinFolio employs the latest modern technology as compared to other systems that are over two decades old and are showing their age.
3. FinFolio's support team offers 'white glove' customer service offering advantages over the impersonal call center experience of other systems.
4. FinFolio is laser-focused on developing the best portfolio management system on the planet without the distractions of numerous company acquisitions.
5. FinFolio offers customizations and flexibility not available with other systems enabling us to tailor your FinFolio experience per your firm's unique requirements.
Dashboards, reports, trading, billing and client portals. One app is all you need.
Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple.
All RIAs are not the same. You have complete freedom to customize FinFolio.
I chose FinFolio because of the superior reporting capabilities, sleeve level reporting and the client portal which is second to none.
Greg, CEO of an independent RIA
FinFolio’s flexibility has added tremendous value to our TAMP platform, and its usability is a great selling point when attracting new advisors. Our prior system was not intuitive... FinFolio makes it easy to manage [operations] as well as extend powerful reporting to our advisor platform.
Steve, CEO of a large TAMP network
We tried several other portfolio management software systems... the fact that all aspects of the process: billing, trading/rebalancing, reporting and client portal came all from one vendor was a major aspect in our decision.
John, president of a Virginia advisory firm
We've dramatically reduced the time for billing and reporting on a quarterly basis. We've also been able to speed up the process of implementing and rebalancing our investment models
Tyler, principal of a Minnesota-based RIA
FinFolio was key to our transition from outsourced data management to hosting and running portfolio management software in-house with existing staff. On an annual basis, this will trim over $100,000 from our technology budget, as well as increase our operational efficiencies.
Mark, founder/CEO of a 10B+ California RIA
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
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