FinFolio

FinFolio (FREE)

by FinFolio

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What is FinFolio ?

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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About FinFolio

FinFolio is owned by FinFolio . Head Quartered in United States. FinFolio was founded in the ---- FinFolio product is 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. . Some notable features that are mentioned by FinFolio, are Portfolio Accounting Order Management Billing & Invoicing Portfolio Rebalancing Performance Metrics Fund Management For Investment Advisors Data Import/Export Compliance Reporting Commodity Futures Client Portal Client Management Bonds / Stocks Benchmarking Accounting Management . On ClickFQ, FinFolio is rated with ClickFQ Score of 0.0 . To know more about ClickFQ Score click here . Top cometitors of FinFolio are .