FinFolio

Q&A:

FinFolio provides portfolio management software to investment advisors and money managers. A new company, founded by experienced industry veterans, FinFolio has created a powerful open platform that is extensible by users.

Our flagship product is FinFolio Workstation 2010, which runs both as desktop software and in a web browser. It can be installed in-house on your firm’s servers or hosted by a FinFolio outsourcing partner.

The FinFolio platform is targeted toward medium and large scale investment advisors. If you are an advisory firm interested in using FinFolio, please contact us here. You can track our progress on the FinFolio Blog.

Finfolio is an open, extensible system built on modern technology. We offer patent pending reconciliation tools via our Errors and Alerts functionality. We expose all data, calculators with the software allowing for extremely flexible and customized reporting solutions. We have an flexible and robust grouping functions allowing for significant improvement in work flow process capabilities.

Software includes robust feature sets in addition to reporting, such as billing, trading and rebalancing.

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