description

FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally.

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Skills and Features

Business Hours

Fund ManagementInstalled - WindowsWeb-Based, Cloud, SaaSBenchmarkingIn PersonBilling & InvoicingLive OnlineOrder ManagementWebinarsPerformance MetricsDocumentationData Import/ExportAccounting ManagementCompliance ReportingOnlineClient ManagementClient PortalFor Investment AdvisorsPortfolio AccountingPortfolio RebalancingBonds / StocksCommodity Futures