FinFolio
Simplify your back office.
FinFolio makes portfolio management software for investment advisors and professional wealth managers. It includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple.
2008
United States
- Investment-management
- English
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Web-based
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Windows
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Mac
Support
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Email
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Phone
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24x7 Support
Training
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Webinar
Knowledge Base
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Help Guides
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Whitepapers
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On-Site Training
FinFolio Core Features
Focus of Wealth Management Feature
- Accounting Management
- Asset Reporting
- Client Portal
- Data Import/Export
- Financial Planning
- Investment Tracking
- Portfolio Management
- Valuation & Risk Management
FinFolio Pricing
Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
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Quote Based
FinFolio Reviews
FinFolio Integration
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