FinFolio 2.0 is a web app for professional wealth managers that does portfolio management, performance reporting, dashboards, billing, trading and client portals

GREENWOOD VILLAGE, CO, September 18, 2017 /24-7PressRelease/ — FinFolio 2.0 launches today; it is a web app for professional wealth managers that does portfolio management, billing, trading and client portals. It can be hosted and run by FinFolio in the cloud or run on-premise by the asset management firm.

“Recent advances in web technology allowed us to design an incredible client experience for our advisors,” said CEO Matt Abar. “Having the best wealth management app, combined with recent competitor acquisitions gives us an exciting opportunity to better serve wealth managers.”

Despite the product simplicity, FinFolio has surprising depth. Dashboards, reports and client portals are fully customizable; select from hundreds of preconfigured tables and charts, or build them from scratch in the editor. Powerful rebalancing and trading tools integrate with FIX to provide full straight through processing in the same app. Advisors can build sophisticated client portals to deliver live data sets and static reports.

“FinFolio’s flexibility has added tremendous value to our TAMP platform, and its usability is a great selling point when attracting new advisors,” said Steve Osterink Jr. CFA, CFP, AIF, CEO of Advisory Alpha. “Our prior system was not intuitive for our advisors, but FinFolio makes it easy to manage our strategies and other operational functions as well as extend powerful reporting to our advisor platform.”

FinFolio 2.0 runs in parallel with the FinFolio desktop app which will continue to be updated and supported. It uses a “mobile first” design that allows it to run on tablets and other mobile devices as well as on a desktop browser. All functionality is exposed via a REST API, allowing developers to customize and extend FinFolio.

“Our reps love how easy it is to create dashboards,” said Tyler Rudek, a principal at Heritage Wealth Architects. “The app boils down the daily activity of our firm, with a great synopsis of inflows, outflows, new clients and more.”


FinFolio develops and supports an extensible investment management software platform for financial professionals. FinFolio has embraced an expanded definition of portfolio management which includes a REST API (, trading, rebalancing, billing, reporting, client data distribution and all other elements of a financial adviser’s back office. FinFolio’s clients include investment advisers, financial planners and other wealth managers. For more information about FinFolio visit

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