FinFolio

FinFolio is a portfolio management software designed for investment advisors and professional wealth managers. According to the vendor, it offers a range of features including reporting, rebalancing, trading, billing, and client portal. The software is suitable for firms of all sizes, from small firms with just a few advisors to large firms with billions in assets under management (AUM). It caters to various professions and industries including investment advisors, wealth managers, registered investment advisors (RIAs), financial planners, and asset management firms.