5 / 5 1 review

Who Uses This Software?

Investment advisors, wealth managers, RIAs, financial planners, brokers, hedge funds, family offices, and #fintech developers.

Average Ratings

1 Review
  • 5 / 5
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • FinFolio
  • Founded 2008
  • United States

About FinFolio

FinFolio makes wealth management simple for investment advisors. Performance reporting, trading, portfolio rebalancing, order management, contact management, billing & client portals on a single platform. Integrates with most products in the wealth management space. Runs in the cloud or can be installed locally.

FinFolio Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks
  • Billing & Invoicing
  • Client Management
  • Data Warehousing
  • For Investment Advisors
  • For Traders
  • Order Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
  • Technical Analysis
  • Wash Sale Detection

FinFolio Reviews Recently Reviewed!


This is the "Hands Down" Best Portfolio Management Software Available!

Feb 17, 2018
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not

Pros: The ease of use as well as the user interface, not to mention the functionality, and flexibility! I've been in the industry for 20 years and I've tried every other portfolio management software and this is by far the best available!! Most of the other software available may have pieces of what FinFolio has to offer, but finfolio is the total package.

Cons: They're relatively small,...but that actually turns out to be a "Pro" as well, they have a dedicated group of industry experienced service people that understand the needs of a portfolio manager.

Overall: Ease of use, as well as great customer support! Being able to look at my entire practice at multiple levels and easy block trading as well as well as the most important clearing firm integrations!!! This software is lightyears ahead of the competition! It has allowed me to run my firm at the highest level of efficiency!