FinFolio
About FinFolio
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
ActiveViam
Founded by industry experts, ActiveViam understands the data analytics challenges faced by financial institutions across trading desks, risk, and compliance. That is why we pioneered the use of high-performance analytics in finance, helping the largest investment banks, asset managers and hedge... Read More
Barchart, Inc.
Barchart is a provider of market data and services to the global financial, media, and commodity industries. Read More
InfoReach, Inc.
InfoReach provides broker-neutral, multi-asset technology for global electronic trading and analysis. Comprehensive, out-of-the-box functionality, rapid implementation and proven reliability make us the provider of choice for buy- and sell-side firms around the world. The InfoReach Trade... Read More
Products by FinFolio
By FinFolio
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 »
By FinFolio
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 »
By FinFolio
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
