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5299 DTC Blvd, Suite 720 Greenwood Village, CO 80111
Greenwood Village




Tom Van Horn
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FinFolio Client Portal

The client portal allows you to publish account information to clients in real time. You can also upload static documents to the document vault, add blogs and wikis, or discussion forums. Every element is customizable for your firm.

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FinFolio Workstation - Report. Rebalance. Reconcile.

FinFolio makes portfolio management software for professional wealth managers. It does performance reporting, trading, rebalancing, billing, and payouts. The software can be installed and run locally or outsourced to FinFolio with automated imports and data reconciliation.