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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.
FinFolio
2008
United States
  • Investment-management
1 Industry
  • English
1 Language
Industries
  • Investment-management
Licensing & Deployment
  • Open Source
  • Cloud Hosted
  • Web-based
  • Windows
  • Mac
Support
  • Email
  • Phone
  • 24x7 Support
Training
  • Webinar
Knowledge Base
  • Help Guides
  • Whitepapers
  • On-Site Training

Media

FinFolio
FinFolio
FinFolio

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
Focus of Investment Management Feature
  • Accounting Management
  • Asset Management
  • Benchmarking
  • Client Portal
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management
Focus of Stock Portfolio Management Feature
  • Client Management
  • Data Warehousing
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management

FinFolio Pricing

Pricing Type
  • Contact Vendor
Preferred Currency
  • USD ($)
Free Version
  • No
Payment Frequency
  • Quote Based
Vendor pricing page

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