FinFolio Pricing, Features & More 2025

What is FinFolio?

FinFolio simplifies wealth management for investment advisors by providing a comprehensive platform that includes performance reporting, trading, order management, portfolio rebalancing, billing, and client contact management. This all-in-one tool seamlessly integrates with various products in the wealth management industry, making it a versatile and efficient solution for your business needs.

FinFolio Pricing

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Company Details

Company Name : FinFolio

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Key Features of FinFolio

Portfolio Management
Performance Reporting
Billing And Invoicing
Trade Order Management
Rebalancing
Client Portal
Data Aggregation
Tax Management
Compliance Reporting
Document Management
Mobile Access
Customizable Dashboards
Multi Currency Support
Account Reconciliation
Fee Management
Client Communication
Risk Management
Integration With Custodians
Automated Workflows
Advisory Fee Calculation
Performance Metrics
Billing & Invoicing
Order Management
Accounting Management
Client Management
Benchmarking
Data Import / Export
Fund Management
Bonds / Stocks
Commodity Futures
Portfolio Rebalancing
For Investment Advisors
Portfolio Accounting

Specifications

Run On Mobile Browser : Yes

Available Support : Email

Languages Available : English

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FinFolio FAQ's

What are the top 5 features of FinFolio?

The top 5 features of FinFolio include:

Portfolio Management
Performance Reporting
Billing And Invoicing
Trade Order Management
Rebalancing

What type of customer support does FinFolio offer?

FinFolio supports a variety of platforms including: Email.

What types of businesses does FinFolio serve?

FinFolio serves a wide range of businesses including StartUps, SMBs, Mid-Market, Enterprises.

Who are the primary competitors of FinFolio?

The top three competitors of FinFolio are Macroaxis, TeamWox and MProfit for Accounting. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

What languages does the FinFolio support?

FinFolio is available exclusively in English, providing a streamlined experience for English-speaking users.

FinFolio

What is FinFolio?

FinFolio Pricing

Company Details

Key Features of FinFolio

Specifications

Alternatives of FinFolio

Macroaxis

TeamWox

MProfit for Accounti...

Prospero 365

XStocks

Origin

Buxfer

Bullfinch Wealth Man...