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.

Pricing

Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

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Company Information

FinFolio
Founded: 2008
United States
www.finfolio.com

Videos and Screen Captures

FinFolio Screenshot 1
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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

Q: What kinds of users and organization types does FinFolio work with?
FinFolio works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does FinFolio support in their product?
FinFolio supports these languages: English.
Q: What kind of support options does FinFolio offer?
FinFolio offers support via phone support and online.
Q: What other applications or services does FinFolio integrate with?
FinFolio integrates with: MoneyGuide and RightCapital.
Q: What type of training does FinFolio provide?
FinFolio provides training in the form of documentation, live online, webinars, and in person.
Q: Does FinFolio offer a free trial?
Yes, FinFolio offers a free trial.

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