Products by FinFolio

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  • Integrated Client Portal and Mobile Website

    Your client's first stop on the web. An integrated client portal and mobile web site give you a single focal point for electronic client interaction. Static documents and live data sets combine into the most customizable client portal available to wealth managers. An ecosystem of pluggable... Read More
  • Portfolio Management

    We think portfolio management technology has a long way to go, and that idea drives our company. FinFolio was built from the ground up to handle mission-critical business processes for large asset management firms. We have embraced an expanded definition of portfolio management that includes... Read More
  • Portfolio Reporting

    Portfolio reporting. Beautifully designed. Our large library of portfolio reports include performance, fixed income, options, multi-currency and management reports. FinFolio turns bland reports into vibrant presentations with cover pages, table of contents, and eight distinct graphics... Read More

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