Finfolio

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3000 Lawrence St Ste 6
Denver, CO 80205

FinFolio is a rapidly growing firm based in Denver, Colorado, specializing in portfolio management and performance reporting software tailored for investment advisors and wealth managers. The company offers a comprehensive back-office solution that integrates dashboards, trading, billing, and client portals into a single platform, emphasizing user-friendly design and customization options.

With a focus on intuitive interfaces and seamless operations, FinFolio enhances the efficiency of wealth management processes for its clients. The software's flexibility and robust reporting capabilities have garnered positive feedback from industry leaders, making it a preferred choice for independent registered investment advisors (RIAs) and advisory firms.

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