FinFolio

Wealth management Simplified.

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Category

Investment Management Software
Stock Portfolio Management Software
Wealth Management Software

Features

Accounting Management
Asset Reporting
Client Portal
Data Import/Export
Financial Planning
Investment Tracking
Portfolio Management
Valuation & Risk Management
Accounting Management
Asset Management
Benchmarking
Client Portal
Data Import/Export
Fund Management
Investment Tracking
Performance Metrics
Portfolio Management
Reporting
Risk Management
Client Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management

Platforms

Cloud Hosted
Web-based
Windows
Mac

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