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
INDATA
INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA’s iPM Portfolio Architect AI is the investment industry’s first portfolio construction, modeling,... Read More
Pit Base LLC
Pit Base is a deep discount futures & options broker. Your one stop for futures and options trading. Pit Base is designed and built around the needs of professional traders. We pride ourselves in providing access to a secure and reliable trading environment. Pit Base can accommodate your... Read More
Financial Technology Laboratories, Inc.
Financial Technology Laboratories, Inc. (FTLabs) is a software development and systems integration company specializing in applications and connectivity for the fixed income markets. Our developers have extensive experience in building a wide variety of bond market applications for the trading... 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 »