FinFolio is a leading provider of portfolio management software designed specifically for investment advisors and professional wealth managers. With a focus on simplifying wealth management, FinFolio offers a comprehensive suite of features including portfolio management, reporting, client portals, rebalancing, order management, billing, and more.
Based in Greenwood Village, CO, FinFolio is committed to delivering user-friendly software that streamlines the investment management process. Their innovative solutions enable advisors to efficiently manage portfolios, track performance, and provide superior service to their clients. With a strong emphasis on integration and automation, FinFolio empowers advisors to optimize their workflows and enhance their overall productivity.
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