FinFolio
Portfolio management, reports, trading and client portals for investment advisers and professional wealth managers.
What is FinFolio?
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally.
Screenshots
Features
Benchmarking
Client Management
Client Portal
Fund Management
Investments Tracking
Mobile Access
Performance Metrics
Portfolio Management
Alerts/Notifications
Portfolio Accounting
Portfolio Rebalancing
FAQ
The official website of FinFolio is https://www.finfolio.com/
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally.
FinFolio belongs to the Investment Management, Stock Portfolio Management category.
FinFolio offers features such as Benchmarking, Client Management, Client Portal, Fund Management, Investments Tracking, Mobile Access, Performance Metrics, Portfolio Management, Alerts/Notifications, Portfolio Accounting, Portfolio Rebalancing.
No, FinFolio does not offer a free trial.
Pricing
Starting at:
$10/per year
Free Trial Available