FinFolio
Annual Revenue: 8.20M
Employee Size: 8
About FinFolio:
FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.
FinFolio
As a standout SAAS provider, FinFolio has positioned itself as a leader in the industry, offering innovative technology solutions to clients in United States. Located at 3000 Lawrence Street, Denver, Colorado, 80205, this provider has become synonymous with excellence in SAAS solutions. With a strong commitment to customer satisfaction, FinFolio has garnered a reputation for delivering cutting-edge services that cater to the diverse needs of its clients.
Renowned for its comprehensive SAAS offerings, FinFolio specializes in providing a wide range of services, including portfolio management, customizable client performance reporting, data reconciliation errors & alerts, intuitive user interface, trading, rebalancing, client portal, hosting, outsourced services, stock exchanges, developer tools, accounting, finance, consulting, software, fintech. From strategic consulting to advanced technology solutions, they cover it all. Collaborating with industry-leading partners, FinFolio has forged valuable partnerships with organizations that share a commitment to innovation and excellence.
With a client-centric approach, FinFolio has earned the trust of hundreds of satisfied customers, making it a top-ranked SAAS provider in the region. Their dedication to quality, coupled with a robust network of partnerships, positions FinFolio as a go-to choice for businesses seeking reliable and innovative SAAS solutions.
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