External Links and Company Info
Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Mid-Size
- Small
Product Description
Product Positioning
Portfolio management software for RIAs covering reporting, rebalancing, billing, and accounting.
Description
FinFolio provides portfolio management software for registered investment advisors, unifying performance reporting, rebalancing, fee billing, and portfolio accounting in a single configurable platform.
Integrations
FinFolio has 21 integrations in our directory
Search below to find what you're looking for
- 55IP Level 3
- Advisors Assistant Level 3
- BaySys Technology Level 3
- Box Level 4
- Broadridge Level 4
- ByAllAccounts Level 4
- Calendly Level 3
- FactSet Level 2
- Fidelity (National Financial) Level 4
- Goldman Sachs Custodial Solutions Level 4
- Interactive Brokers Level 3
- LPL ClientWorks Level 4
- MoneyGuide Level 3
- Nitrogen Wealth Level 2
- Pershing Level 3
- RBC Black Level 3
- Redtail Level 4
- RightCapital Level 3
- Schwab Advisor Center Level 4
- Wealthbox Level 3
- Wordpress Level 2
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
None
Public APIs
Yes - Our APIs allow other developers to 'GET' information from our application.
API authentication
None
Data refreshed live via API
Yes
Developer portal exists
No
Developer sandbox URL
No
