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.
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 Servicesportfolio management softwarewealth managementbuilding portfolio