Portfolio Management

Available from 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 rebalancing, billing, client data distribution and all other elements of your financial back office.

FinFolio Workstation is an all-encompassing solution for large, professional wealth managers. The technology has been refined through countless iterations to become the intuitive, organic portfolio management software that you see today. It doesn't just get the job done, it's a software product that your advisers and clients will love using every day.

Portfolio management is an inherently complex process. Instead of hiding the complexity, FinFolio embraces it, exposing an intuitive interface that allows users to massage and tweak every element of the software. From client reports, to practice management dashboards, to rebalancing models, each element can be customized to complement the procedures of the most sophisticated wealth management firms.

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