FinFolio

FinFolio

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What is FinFolio?

FinFolio is a leading portfolio management software designed for financial advisors and investment firms. With advanced technology and streamlined features, FinFolio provides a seamless solution for managing and analyzing portfolios, saving valuable time and resources. Its user-friendly interface and customizable options make it a go-to choice for professionals in the financial industry.

Key Features of FinFolio

  • Portfolio Rebalancing
  • Compliance Reporting
  • Commodity Futures
  • Benchmarking
  • Accounting Management
  • Portfolio Accounting
  • For Investment Advisors
  • Client Portal
  • Bonds / Stocks
  • Performance Metrics
  • Order Management
  • Fund Management
  • Data Import / Export
  • Client Management
  • Billing & Invoicing

FinFolio Pricing

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FinFolio Specifications

Software Accessible: Hybrid
Run On Mobile Browser: Yes
Offers Free Trial: No
Payment Options: Monthly, Yearly
Life Time Free Plan: No
APIs Available: No
Customization Possible: No
Device Support: Api, Customization, Mobile Support, Web App, Windows
Mobile Platforms: Yes
Available Support: Email
Desktop Platforms: Yes
Languages Available: English
Company Details
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Company Name FinFolio
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FinFolio FAQ's

The top 5 features of FinFolio include:

  1. Portfolio Rebalancing
  2. Compliance Reporting
  3. Commodity Futures
  4. Benchmarking
  5. Accounting Management

FinFolio serves a wide range of businesses including StartUps, SMEs, Agencies, Enterprises.

FinFolio is compatible with multiple platforms, Yes, IOS , Android

The top three competitors of FinFolio are Axys, NaviPlan and AJ HYIP. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Currently, FinFolio does not offer trial access. However, you can still explore its capabilities through available product demos, feature guides, and customer reviews.

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