FinFolio

What is FinFolio?

Portfolio management, performance reporting, trading execution, and client portal capabilities in a single platform purpose-built for investment advisors and professional wealth managers. FinFolio consolidates essential wealth management functions including portfolio construction, trading, order management, billing, and client communication on an integrated system. The platform connects to other products across the wealth management ecosystem, enabling advisors to centralize client data, generate detailed performance reports, and provide self-service access for end-clients. FinFolio can be deployed in the cloud or installed on-premises to suit the unique requirements of each advisory firm

Highlights

• Consolidated wealth management platform with portfolio management, trading, billing, and client portal functions
• Integrates with other products in the wealth management technology landscape
• Flexible deployment options to run in the cloud or on-premises