Remote Jobs at FinFolio

FinFolio

11 - 50 employees

Founded 2008

💳 Fintech

🤝 B2B

Fintech • B2B • Software

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.