FinFolio
Financial Software · Colorado, United States · 11-50 Employees
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Overview
Headquarters
3000 Lawrence St Ste 6, Denver, Colorado...Phone Number
(720) 206-0660Website
www.finfolio.comRevenue
<$5 MillionIndustry
About FinFolio
FinFolio develops investment portfolio management software tailored for investment advisors and professional wealth managers. Their platform offers features such as reporting, rebalancing, trading, billing, and mobile-ready client portals, all designed to simplify wealth management. The software is customizable and integrates with over 40 other applications, providing a comprehensive solution for managing back-office operations. FinFolio aims to enhance operational efficiency and improve user experience through intuitive design and innovative technology.Explore more
FinFolio Org Chart
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FinFolio develops investment portfolio management software tailored for investment advisors and professional wealth managers. Their platform offers features such as reporting, rebalancing, trading, billing, and mobile-ready client portals, all designed to simplify wealth management. The software is customizable and integrates with over 40 other app... Read More
