Finfolio
Finfolio's email is info@finfolio.com
and
Finfolio's phone number is 720-206-0660
.
FinFolio provides professional investment management software to investment advisors and money managers. FinFolio runs the entire back office of an investment advisor, including performance reporting, rebalancing, trade order management, billing, analytics/dashboards and client portals. The FinFolio platform competes with Orion, Envestnet/Tamarac, Black Diamond, Advent Axys/APX/Moxy, Schwab PortfolioCenter, and Albridge; company founders were are some of the principals behind Techfi and IAN. The FinFolio accounting engine handles multi-currency, specific lot accounting...
read more
FinFolio provides professional investment management software to investment advisors and money managers. FinFolio runs the entire back office of an investment advisor, including performance reporting, rebalancing, trade order management, billing, analytics/dashboards and client portals. The FinFolio platform competes with Orion, Envestnet/Tamarac, Black Diamond, Advent Axys/APX/Moxy, Schwab PortfolioCenter, and Albridge; company founders were are some of the principals behind Techfi and IAN. The FinFolio accounting engine handles multi-currency, specific lot accounting, benchmarks, composites, fixed income, options and futures, performance attribution, allocation models, fee billing, comprehensive capital gains tax accounting, and all standard portfolio management features. The FinFolio rebalancing engine handles multi-level models, model-of-models, separate accounts, universal managed accounts, asset location optimization, tax-sensitive rebalancing, and much more. The FinFolio order management system trades over the FIX network, handles held-away situations, integrates several real-time pricing feeds, sends allocations to custodians, and can route trades/allocations via fax, ftp and email (as an alternative to FIX). FinFolio is delivered via a SaaS (software as a service) model where FinFolio administers and runs the application. FinFolio also sells a stand-alone API for wealth managers called WealthAPI.io. The FinFolio API has been by startups and professional wealth managers to build custom applications and to extend the FinFolio product with custom reports, billing solutions, and other software extensions.
show less
Website | finfolio.com | |
Industry | Computer Software | |
Location | Denver, Colorado, United States | |
Employees | 13 | |
Founded | 2010 |
HQ | 5299 DTC Blvd, Suite 720 | |
Phone | 720-206-0660 | |
info@finfolio.com | ||
Competitors | Microsoft, Sap, Epam Systems, Vmware, Adobe, Sas, |
Website | finfolio.com | |
Industry | Computer Software | |
Location | Denver, Colorado, United States | |
Employees | 13 | |
Founded | 2010 | |
linkedin.com/company/finfolio | ||
HQ | 5299 DTC Blvd, Suite 720 | |
Phone | 720-206-0660 | |
info@finfolio.com |
Email Patterns for Finfolio
Top Competitors for Finfolio
Finfolio Questions
Where are Finfolio's headquarters?
Finfolio's headquarters are in 5299 DTC Blvd, Suite 720
What is Finfolio's phone number?
Finfolio's phone number is 720-206-0660
What is Finfolio's official website?
Finfolio's website is finfolio.com
How many employees are working in Finfolio right now?
Finfolio has
13 employees.
View the Email and Phone Numbers for all 13 working at Finfolio.
What is Finfolio's industry?
Finfolio's industry is
Computer Software
Who are Finfolio's top competitors?
Finfolio's top competitors are
Microsoft
,
Sap
,
Epam Systems
,
Vmware
,
Adobe
,
Sas
What is Finfolio's email address?
Finfolio's email address is info@finfolio.com
What are Finfolio's categories?
Finfolio's categories are Accounting, Consulting, Developer Tools, Finance, FinTech, SaaS, Software, Stock Exchanges
What is Finfolio's location?
Finfolio's location is
Denver, Colorado, United States
When was Finfolio's founded?
Finfolio's founding year is 2010
What is Finfolio's current status?
Finfolio's current status is operating
Top Finfolio Employees
Conversion Supervisor
mpp1234@gmail.com
+1203-321-5137
Chief Executive Officer
mattabar@yahoo.com
+1720-206-0660
Software Support Analyst
michael@techsvengali.com
Conversion Supervisor
mpp1234@gmail.com
+1203-321-5137
Product Manager
Senior Qa Analyst
C# Developer