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.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 3000 Lawrence St, Denver,colorado,united States
- Phone
- 720-206-0660
- in****@****lio.com
- Industry
- Software Development
- NAICS
-
Software Publishers
- Website
- finfolio.com
- Keywords
- Portfolio Management, Customizable Client Performance Reporting, Data Reconciliation Errors and Alerts, Intuitive User Interface, Trading/Rebalancing, Client Portal, Hosting/Outsourced Services.
- HQ
- Denver, Colorado
Finfolio Questions
Finfolio's helpline number is 720-206-0660
Finfolio's website is finfolio.com
Finfolio's LinkedIn profile is https://www.linkedin.com/company/finfolio
Finfolio has
7 employees.
View email and phone details for 7
employees at Finfolio.
Finfolio's industry is
Software Development
Finfolio's top competitors are
Flyer Financial Technologies,
Capitect,
Blueleaf Wealth,
Addepar,
Mojotech,
Amplify,
Envestnet | Tamarac,
Finfolio,
Blaze Portfolio,
Orion.
Finfolio's support email address is info@finfolio.com
Finfolio's categories are Software Development
Finfolio's founding year is 2008
