FinFolio is a portfolio management software provider that simplifies wealth management for investment advisors and wealth managers. The platform offers features such as performance reporting, client portals, task and workflow management, billing, and real-time trading capabilities all in one application. FinFolio focuses on providing an intuitive user experience and extensive customization options, allowing firms to tailor the software to their specific needs while integrating with various systems for enhanced functionality.
Portfolio Management β’ Customizable Client Performance Reporting β’ Data Reconciliation Errors and Alerts β’ Intuitive User Interface β’ Trading/Rebalancing
March 29
As a Software Support Analyst, assist wealth managers and resolve technical issues remotely.
March 29
Download files daily and improve automation for investment finance processes at FinFolio.
Remote Jobs at FinFolio