Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

FinFolio

FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.

FinFolio
  • Portfolio Accounting
    Multi-currency portfolio accounting engine that calculates cost, performance, and other financial metrics.
  • Dashboards
    Comprehensive dashboards let you manage your practice and find inefficiencies.
  • Reporting
    Tell your client story with flexible reports, branded with your logo and graphics.
  • Client Portals
    A customizable client portal for web, tablets and phones.
  • Rebalancing
    Rebalance using model-of-models, classifications, UMA and SMA strategies.
  • Order Management
    FIX-enabled order placement, execution, allocation and trade processing.
  • Billing & Payouts
    Bill client accounts then distribute the fees across a network of stakeholders.
  • Deployment
    Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding.
  • Import & Recon
    If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality.
  • API
    An open API lets you extend the software, customizing and interfacing with external services.
FinFolio

Companies that integrate with FinFolio

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

55ip
55ip
55ip’s investment engine and digital platform empowers advisors to deliver custom investment strategies at scale with advanced investment capabilities and intelligent automation
Bank of America
Bank of America Merril Lynch
Bank of America Merrill Lynch provides services in mergers and acquisitions, equity and debt capital markets, lending, trading, risk management, research, and liquidity and payments management.
BaySys
BaySys Tech
BaySys Technology is a global outsourcing and technology firm specializing in streamlining your firm's portfolio management operations, reporting and billing processes.
Bloomberg
Bloomberg
Bloomberg is the global leader in business and financial data, news and insight.
Box.com
BOX.com
Box is the Cloud Content Management company that empowers enterprises to revolutionize how they work by securely connecting their people, information and applications.
Morningstar
ByAllAccounts | Morningstar
ByAllAccounts provides account data aggregation solutions for professional wealth managers and financial advisors.
Calendly
Calendly
Calendly, a powerful yet simple automated scheduling tool, takes the work out of connecting with others so you can accomplish more.
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
Dropbox
Dropbox
Dropbox is the world’s first smart workspace that helps people and teams focus on the work that matters.
FactSet Research Systems
FactSet
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Folio Investing
Folio Investing
Folio Investing is the brokerage designed specifically to help you maximize returns by providing you with the ability to create customized, well-diversified portfolios and manage them at a low cost.
Goldman Sachs
Goldman Sachs
Goldman Sachs is a leading global investment banking, securities and investment management firm.
Google Drive
Google Drive
Google Drive is a file storage and synchronization service developed by Google.
Gravity Investments
Gravity Investments
Gravity Investments works with Registered Investment Advisors, Broker/Dealers and Institutional Investors, in a collaborative fashion, to optimize and automate custom portfolio solutions.
IDC
IDC
IDC is a provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets.
Infovisa
Infovisa
Infovisa develops applications that let trust accounting professionals focus less on running reports and more on providing counsel for their clients.
Interactive Brokers
Interactive Brokers
Interactive Brokers Group is a deep discount electronic access broker offering online trading of stocks, options, futures, forex.
JP Morgan
JP Morgan
J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available.
Junxure
Junxure
Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build their dream firm.
LPL Financial
LPL Financial
LPL Financial is a financial organization of independent financial advisors in the United States.
Morningstar
Morningstar TRX
Morningstar Total Rebalance Expert (tRx) helps financial advisors streamline their business through efficient rebalancing and portfolio management.
Pershing
Pershing
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
RBC
RBC
RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around the globe as an innovative, trusted partner with an in-depth expertise in capital markets, banking, and finance.
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
TIAA
TIAA
TIAA is dedicated to helping those who teach, heal, and serve achieve financial well-being.
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
XLR8
XLR8 / Concenter Services
XLR8 is the highly customized solution for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc.

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FinFolio

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