FinFolio
HQ Address
3000 Lawrence St, Suite 6, Denver, CO 80205, United States
Website Address
Business introduction
Wealth management simplified
The fastest growing Portfolio Management software for investment advisors
FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.
FinFolio Solutions
Portfolio Management Platform
We think portfolio management software has a long way to go, and that idea drives our company. We have embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform....
business needs
view solutionWealthlab.io
Wealth managers demand a lot, sometimes more than their software can deliver. Often teams must create custom technology solutions to keep up. Calculating rates of return, building a tax engine or working out trading logic can be difficult and time-consuming. What if there was a better way? wealthlab.io is a groundbreaking stand-alone......
