Finfolio
Software Development, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance · 11 Employees
Phone Number: sales@finfolio.com
Email Address: sales@finfolio.com
- Overview
- Employees
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About
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.
Website
Year Founded
2008
Social Media
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Industry
Software Development, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
HQ Location
3000 Lawrence St
Denver, Colorado, US
Keywords
Portfolio ManagementCustomizable Client Performance ReportingData Reconciliation Errors and AlertsIntuitive User InterfaceTrading/RebalancingClient PortalHosting/Outsourced Services
Location
- 3000 Lawrence St Denver, Colorado, US
Email Formats
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FormatExamples
first + last
andywarhol@finfolio.com
first_initial + last
awarhol@finfolio.com
first + last_initial
andyw@finfolio.com
first
andy@finfolio.com
last
warhol@finfolio.com
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Software Development, Securities and Commodity Contracts Intermediation and Brokerage, Finance and Insurance
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