FinFolio
HQ Address
3000 Lawrence St, Denver, CO 80205, United States
Website Address
Business introduction
Investment portfolio management software
Portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all on a single platform
FinFolio provides portfolio management software to investment advisors and asset managers.
Founded by experienced industry veterans, FinFolio has created a powerful open platform that is extensible by users. Our flagship product is FinFolio Workstation, which runs both as desktop software and/or in the cloud. It can be installed in-house on your firm's servers or hosted by a FinFolio outsourcing partner.
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....
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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......
