Finfolio
Portfolio Management
active
Denver, USA
Community Ratings
Active Users
Former Users
Overall Rating
3.8
(2 ratings)Active: 2Former: 0
Features
2.7
(3 ratings)Active: 3Former: 0
Reliability
3.7
(2 ratings)Active: 2Former: 0
Performance
2.9
(3 ratings)Active: 3Former: 0
Security
2.6
(3 ratings)Active: 3Former: 0
Value for Money
2.6
(3 ratings)Active: 3Former: 0
Customer Service
2.9
(3 ratings)Active: 3Former: 0
Ease of Use
2.7
(3 ratings)Active: 3Former: 0
Integrations
2.6
(3 ratings)Active: 3Former: 0
Total Active Reviews: 3Total Former Reviews: 0
About Finfolio
Finfolio is a portfolio management software designed for investment advisors and wealth managers.
Pricing
This vendor doesn't list public pricing information.
Contact for PricingCategories
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Industry Focus
Financial Services
Key Features
Portfolio rebalancing
tax management
performance reporting
client portal
billing and invoicing
Pros
Comprehensive reporting
customizable interface
strong customer support
Cons
Steep learning curve
high cost
limited integrations