Audience
Companies in need of a solution to simplify their back office
About FinFolio
Report, bill, rebalance and publish client portals for professional wealth managers. 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. FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding. If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality. An open API lets you extend the software, customizing and interfacing with external services.
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Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
FinFolio
Founded: 2008
United States
www.finfolio.com
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Product Details
Platforms Supported
SaaS
Windows
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
FinFolio Frequently Asked Questions
FinFolio Product Features
Investment Management
Accounting Management
Benchmarking
Client Management
Commodities
Fund Management
Performance Metrics
Portfolio Management
Bonds / Stocks
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Payroll & Commissions
Risk Management
Stock Portfolio Management
Billing & Invoicing
Order Management
Portfolio Accounting
Portfolio Rebalancing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection