FinFolio - INSART

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FinFolio

Billing, Portfolio Accounting, Portfolio Reporting, Rebalancing, Trading

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Products / Services
Integrations
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About

FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client portals, all with a single portfolio management software platform.

Contacts

https://www.finfolio.com/

sales@finfolio.com

https://www.linkedin.com/company/finfolio/

https://twitter.com/FinFolio

Products / Services

Portfolio Accounting Multi-currency portfolio accounting engine that calculates cost, performance, and other financial metrics.
Dashboards Comprehensive dashboards let you manage your practice and find inefficiencies.
Reporting Tell your client story with flexible reports, branded with your logo and graphics.
Client Portals A customizable client portal for web, tablets and phones.
Rebalancing Rebalance using model-of-models, classifications, UMA and SMA strategies.
Order Management FIX-enabled order placement, execution, allocation and trade processing.
Billing & Payouts Bill client accounts then distribute the fees across a network of stakeholders.
Deployment Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding.
Import & Recon If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality.
API An open API lets you extend the software, customizing and interfacing with external services.

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 4

Partnership: 0

Folio Investing

Broker-Dealer Platforms, Custodian, Portfolio Management, Rebalancing, Time Management, Trading

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Integrations: 2

Partnership: 0

Goldman Sachs

Investment Research, Lending, Portfolio Management

We commit people, capital and ideas to help our clients, shareholders and the communities we serve to grow. At Goldman...

Integrations: 3

Partnership: 0

Google Drive

Content Management, Content Management, Document Management, Document Management

Google Drive is a file storage and synchronization service developed by Google. It allows users to store files on their...

Integrations: 2

Partnership: 0

Gravity Investments

Analytics, Automation, Investment Research, Proposal Generation, Risk Profiling, TAMP

Gravity Investments is an Institutional RoboAdvisory company that works with Registered Investment Advisors, Broker/Dealers and Institutional Investors, in a collaborative...

Integrations: 2

Partnership: 0

Infovisa

Document Management, Document Management, Portfolio Accounting

Infovisa is a leader in trust accounting software. We develop applications that let trust accounting professionals focus less on running...

Integrations: 2

Partnership: 0

JP Morgan

Commercial Banking, Core Banking, Portfolio Management, Private Banking, Rebalancing, Trading

J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of...

Integrations: 1

Partnership: 0

BaySys Tech

Billing, Portfolio Reporting, Rebalancing, Technology

Baysys Technology, LLC was one of the first firms to offer outsourced data management on Advent's Axys and other Portfolio...

Integrations: 3

Partnership: 0

Calendly

Time Management

At Calendly, we are excited about changing the way the world schedules. We are a profitable company, offering ample opportunities...

Integrations: 4

Partnership: 0

Dropbox

Content Management, Content Management

Dropbox is the world’s first smart workspace. We bring all your team’s content together while letting you use the tools...

Integrations: 3

Partnership: 0

Bank of America Merril Lynch

Custodian

Bank of America Merrill Lynch is the corporate and investment banking division of Bank of America. It provides services in...

Integrations: 7

Partnership: 0

BOX.com

Content Management, Content Management, Document Management, Document Management

Box is a popular cloud-based, file sharing solution, designed for use by enterprises to store business documentation and collaborate on...

Integrations: 4

Partnership: 0

ByAllAccounts | Morningstar

Account Aggregation

ByAllAccounts (BAA) aggregates over 15,000 sources. Because BAA is agnostic to formats, it chooses the best quality and most complete...

Integrations: 31

Partnership: 0

Charles Schwab

Broker-Dealer Platforms, Custodial Platforms, Custodian, Financial Planning, Portfolio Management, Retirement Planning

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its...

Integrations: 24

Partnership: 0

Fidelity

Analytics, Custodian, Investment Research, Portfolio Management, Trading

Fidelity aims to make financial expertise broadly accessible and effective in helping people live the lives they want. It focuses...

Integrations: 7

Partnership: 0

Interactive Brokers

Custodian

Interactive Brokers (IB) is a U.S.-based brokerage firm. It operates the largest electronic trading platform in the U.S. by number...

Integrations: 25

Partnership: 0

Junxure

CRM

Junxure is a CRM solutions and practice improvement firm that provides technology, consulting and training to help financial advisors build...

Integrations: 10

Partnership: 0

LPL Financial

Custodian

LPL Financial is a company providing a platform for brokerage and investment advisory services to independent financial advisors. Its brokerage...

Integrations: 21

Partnership: 0

Pershing

Analytics, Annuities, College Planning, Custodial Platforms, Custodian, Financial Planning, Health Insurance, Investment Research, Lending, Portfolio Accounting, Portfolio Management, Portfolio Reporting, Retirement Planning, Trading

BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40...

Integrations: 5

Partnership: 0

RBC

Compliance, Custodian, Portfolio Reporting, Rebalancing, Retirement Planning, Trading

RBC Capital Markets is recognized by the most significant corporations, institutional investors, asset managers, private equity firms, and governments around...

Integrations: 79

Partnership: 0

Redtail Technology

CRM

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...

Integrations: 31

Partnership: 0

TD Ameritrade

College Planning, Custodian, Financial Planning, Investment Research, Portfolio Management, Retirement Planning, Trading

TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries. For more than 40 years, TD Ameritrade...

Integrations: 3

Partnership: 0

TIAA

Financial Planning, Life Insurance, Portfolio Management, Private Banking, Retirement Planning

TIAA is dedicated to helping those who teach, heal, and serve achieve financial well-being. We are the leading provider of...

Integrations: 42

Partnership: 0

Wealthbox

CRM

Wealthbox® is a web-and-mobile CRM application for financial professionals, launched on February 11, 2014. Integrated with leading broker-dealers and wealth-tech...

Integrations: 16

Partnership: 0

XLR8 | Concenter Services

CRM

Concenter Services has been a Salesforce Partner since 2010, and is committed to delivering extraordinary and unmatched product and service...

Integrations: 33

Partnership: 0

RightCapital

Account Aggregation, College Planning, Financial Planning, Investment Research, Retirement Planning, Tax Planning

RightCapital provides a revolutionary financial planning tool that digitizes and redefines the financial planning experience. Using cutting edge technology, RightCapital...

Integrations: 53

Partnership: 0

MoneyGuide | Envestnet

Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

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