FinFolio

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5299 DTC Boulevard, Suite 720
Greenwood Village, CO 80111

About FinFolio

  • FinFolio develops and supports portfolio management software for financial professionals. Our clients include investment advisors, financial planners and wealth institutions with assets ranging from under $100 million to almost $100 billion.​​

    Philosophy
    We think portfolio management technology has a long way to go, and that idea drives our company. FinFolio founders were behind several innovations in portfolio management, including the first client/server software, the first portfolio management outsourcing solution, and first web-based portfolio management software. We are continuing this tradition of innovation with FinFolio.

    Software
    FinFolio was built from the ground up to handle mission-critical business processes for large asset management firms. Portfolio management is the core of any large advisory practice and having an open, extensible system built on modern technology is critical to future-proofing your business. The FinFolio platform gives you tangible benefits that will result in more accurate data, decreased operating costs, and a noticeably better end result for your clients.

    Partners
    A key part of our strategy is building strong partnerships with other companies servicing financial professionals. There are several plugins for the FinFolio framework and many other companies interface with our data hub.
Competitors of FinFolio
  • Investment Accounting & Reporting Made to Order VestServe offers a comprehensive investment management platform to a great diversity of investment firms and offices. Many investment management firms have unique needs not well served by 'bread and butter' systems. VestServe’s software suite,... Read More
  • Linedata is a global solutions provider dedicated to the investment management and credit community, with close to 1,000 employees in 15 offices across the globe. Linedata has been at the service of the financial industry from day one, and applies its market and client insight to provide...
  • The Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access.

Products by FinFolio

  • 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 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
  • 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

News about FinFolio