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
Cloud
Windows
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online
FinFolio Frequently Asked Questions
FinFolio Product Features
Investment Management
Accounting Management
Supported
Benchmarking
Supported
Client Management
Supported
Commodities
Supported
Fund Management
Supported
Performance Metrics
Supported
Portfolio Management
Supported
Bonds / Stocks
Not Supported
Compliance Reporting
Not Supported
Data Import / Export
Not Supported
For Investment Advisors
Not Supported
For Investors & Traders
Not Supported
Modeling & Simulation
Not Supported
Payroll & Commissions
Not Supported
Risk Management
Not Supported
Stock Portfolio Management
Billing & Invoicing
Supported
Order Management
Supported
Portfolio Accounting
Supported
Portfolio Rebalancing
Supported
Client Management
Not Supported
Data Warehousing
Not Supported
For Investment Advisors
Not Supported
For Traders
Not Supported
Risk Management
Not Supported
Tax Management
Not Supported
Technical Analysis
Not Supported
Wash Sale Detection
Not Supported
