Overview
FinFolio
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.
Media
FinFolio
FinFolio
FinFolio
FinFolio
Core Features
Wealth Management Features
  • Accounting Management
  • Asset Reporting
  • Client Portal
  • Data Import/Export
  • Financial Planning
  • Investment Tracking
  • Portfolio Management
  • Valuation & Risk Management
Investment Management Features
  • Accounting Management
  • Asset Management
  • Benchmarking
  • Client Portal
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management
Stock Portfolio Management Features
  • Client Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
Pricing
Pricing Type
Contact Vendor
Free Version
No
Payment Frequency
Quote Based
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac
Support
  • Phone
Knowledge Base
  • Help Guides
  • Whitepapers
  • On-Site Training
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