FinFolio
The fastest-growing portfolio management software for investment advisors seamlessly integrates performance reporting, billing, rebalancing, and client portals into one intuitive platform. With customizable features, light CRM capabilities, and a focus on user experience, it simplifies complex wealth management tasks while enhancing operational efficiency and client engagement.
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Top FinFolio Features
- Integrated back office solution
- Customizable user interfaces
- Advanced performance reporting
- Sleeve-level reporting capabilities
- Mobile-ready client portal
- Light CRM functionality
- Automated billing processes
- Streamlined rebalancing tools
- One vendor for all functions
- Intuitive task and workflow management
- Flexible hosting options
- White-label branding potential
- Open API for integrations
- Clean layout design
- User-friendly navigation
- Fast implementation support
- Enhanced operational efficiency
- Trial login availability
- Comprehensive dashboard analytics
- Real-time trading capabilities
