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FinFolio

FinFolio

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals. FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform.

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CX Score

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Likeliness to Recommend

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FinFolio Product Report

The scores above are a summary of a comprehensive report available for this product, aggregating feedbacking from real IT professionals and business leaders.

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  • Net Promoter Score and Planned Renewal Rates
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  • Version and Module Satisfaction Levels
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