About FinFolio
FinFolio is a comprehensive portfolio and wealth management solution designed primarily for professional investment firms and advisors.
FinFolio Details
Vendor
FinFolio
Year Launched
2008
Location
3000 Lawrence Street, Suite 6 Denver, CO 80205
Deployment
cloud
Training Options
live online
Countries Served
All Countries
Languages
English
Users
Financial Advisor, Wealth Manager, Portfolio Manager, Analyst, Compliance Officer, Operations Manager, Trader, Client Support Specialist
Industries Served
Finance, Investment Management
Tags
Investment Management, Stock Portfolio Management, FinFolio
FinFolio's In-App Market Place
Does FinFolio have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), JPY (¥), CHF (Fr), HKD (HK$), SGD (S$), CNY (¥), INR (₹), MXN (Mex$)
Pros & Cons
- Robust portfolio tracking supports complex multi-asset investments across diverse financial instruments efficiently
- Strong integration capabilities with custodians and external systems streamline workflow and reduce manual data entry
- Advanced rebalancing and trading tools improve efficiency and accuracy in portfolio management processes
- Highly customizable reporting tools allow firms to tailor outputs to specific client communication needs
- Interface may feel outdated compared to newer fintech platforms with more modern user experience designs
- Pricing structure is not transparent, making it difficult for smaller firms to evaluate affordability upfront
- Limited language support restricts usability for non-English speaking global users and teams
- Setup and onboarding process can be complex, requiring technical expertise or dedicated support assistance
FinFolio's Support Options
Email Address
sales@finfolio.comContact
(720) 206-0660