Overview

About FinFolio

FinFolio makes portfolio management software for investment advisors and professional wealth managers. It includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple.

At a glance

Software information

Industries served, licensing and the support FinFolio provides.

Industries

Investment-management

Licensing

Open Source
Quote Based

Support

Email
Phone
24x7 Support

Training

Webinar

Knowledge Base

Help Guides
Whitepapers
On-Site Training

Languages (1)

English

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Capabilities

FinFolio features

The full feature set, grouped by module.

Wealth Management Software

Accounting Management
Asset Reporting
Client Portal
Data Import/Export
Financial Planning
Investment Tracking
Portfolio Management
Valuation & Risk Management

Investment Management Software

Accounting Management
Asset Management
Benchmarking
Client Portal
Data Import/Export
Fund Management
Investment Tracking
Performance Metrics
Portfolio Management
Reporting
Risk Management

Stock Portfolio Management Software

Client Management
Data Warehousing
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management

Plans

FinFolio pricing

Free Version

Payment Frequency

Quote Based

Preferred Currency

USD ($)

Vendor pricing page

Works with

Integrations

FinFolio connects with the tools your team already uses.

Calendly RightCapital PieSync

Media

Screenshots & video

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