What is FinFolio?
FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, order management, portfolio rebalancing, billing & Client, contact management portals on a single platform. This tool can easily integrate with most of the products in the wealth management space.
FinFolio Starting Price
Our Awards and Recognition
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Key Features of FinFolio
Here are the powerful features that make FinFolio stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Account Alerts
- Accounting
- Accounting Management
- Accounts payable
- Accounts Receivable
- Activity Tracking
- Ad hoc Analysis
- Ad Hoc Reports
- Amortization Schedule
- Analytical Reporting
- Analytics
- Application Management
- Asset Management
- Audit Trail
- Auditing
- Balance Sheet
FinFolio Specifications
Get a closer look at the technical specifications and system requirements for FinFolio. Find out if it's compatible with your operating system and other software.
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FinFolio FAQs
What are the top 5 features for FinFolio?
The top 5 features for FinFolio are:
- Performance Metrics
- Billing & Invoicing
- Order Management
- Client Portal
- Accounting Management
What type of customer support is available from FinFolio?
The available support which FinFolio provides is: