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Fintech Integration Marketplace / Wealth Management / Portfolio Accounting

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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.

Website

https://www.finfolio.com/

Contacts

sales@finfolio.com

https://www.linkedin.com/company/finfolio/

https://twitter.com/FinFolio

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
#Analytics #Trading #Tax Planning #Proposal Generation
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.
#Custodian
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.
#Billing #Rebalancing #Portfolio Reporting #Technology
Bloomberg
Bloomberg
Bloomberg is the global leader in business and financial data, news and insight.
#Trading #Analytics
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.
#Document Management #Content Management
Morningstar
ByAllAccounts | Morningstar
ByAllAccounts provides account data aggregation solutions for professional wealth managers and financial advisors.
#Account Aggregation
Calendly
Calendly
Calendly, a powerful yet simple automated scheduling tool, takes the work out of connecting with others so you can accomplish more.
#Time Management
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Financial Planning #Portfolio Management #Retirement Planning
Dropbox
Dropbox
Dropbox is the world’s first smart workspace that helps people and teams focus on the work that matters.
#Content Management
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.
#Analytics #Investment Research
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
#Custodian #Analytics #Trading #Portfolio Management #Investment Research
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.
#Broker-Dealer Platforms #Custodian #Rebalancing #Trading #Portfolio Management #Time Management
Goldman Sachs
Goldman Sachs
Goldman Sachs is a leading global investment banking, securities and investment management firm.
#Lending #Portfolio Management #Investment Research
Google Drive
Google Drive
Google Drive is a file storage and synchronization service developed by Google.
#Content Management #Document Management
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.
#Analytics #Automation #Risk Profiling #TAMP #Investment Research #Proposal Generation
IDC
IDC
IDC is a provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets.
#Technology #Marketing
Infovisa
Infovisa
Infovisa develops applications that let trust accounting professionals focus less on running reports and more on providing counsel for their clients.
#Portfolio Accounting #Document Management
Interactive Brokers
Interactive Brokers
Interactive Brokers Group is a deep discount electronic access broker offering online trading of stocks, options, futures, forex.
#Custodian
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.
#Portfolio Management #Rebalancing #Trading #Commercial Banking #Private Banking
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.
#CRM
LPL Financial
LPL Financial
LPL Financial is a financial organization of independent financial advisors in the United States.
#Custodian
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Portfolio Management #Risk Profiling #Investment Research #Retirement Planning #Portfolio Reporting #Tax Planning
Morningstar
Morningstar TRX
Morningstar Total Rebalance Expert (tRx) helps financial advisors streamline their business through efficient rebalancing and portfolio management.
#Rebalancing #Analytics #Trading #Portfolio Reporting #Tax Planning
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.
#Custodial Platforms #Annuities #Analytics #College Planning #Custodian #Financial Planning #Portfolio Accounting #Trading #Portfolio Management #Investment Research #Portfolio Reporting #Retirement Planning #Health Insurance #Lending
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.
#Custodian #Compliance #Rebalancing #Trading #Portfolio Reporting #Retirement Planning
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
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.
#Financial Planning #Account Aggregation #College Planning #Investment Research #Retirement Planning #Tax Planning
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.
#Risk Profiling #Analytics #Rebalancing #Trading #Portfolio Management #Proposal Generation
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
#Custodian #College Planning #Financial Planning #Portfolio Management #Trading #Investment Research #Retirement Planning
TIAA
TIAA
TIAA is dedicated to helping those who teach, heal, and serve achieve financial well-being.
#Portfolio Management #Financial Planning #Retirement Planning #Life Insurance #Private Banking
Wealthbox
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
#CRM
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.
#CRM

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