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.
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We provide advanced communications, technology, data and analytics solutions for the financial services industry and businesses. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth.
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
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
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