FinFolio makes wealth management simple!
ABOUT FinFolio FinFolio makes back office software for professional wealth managers. It does performance reporting, dashboards, billing, trade order management, rebalancing, composites, client portals, and a comprehensive REST API for extensibility. Their clients include investment advisers, financial planners, and other wealth managers.
FinFolio has been offering portfolio management and trading software to professional wealth managers since 2008.
WHAT ARE THE INTEGRATION POINTS BETWEEN FINFOLIO AND REDTAIL CRM? This integration synchronizes clients, notes, tasks, investment accounts and positions with values. You can control which items are synced, the directionality of the sync (e.g. one- vs. two-way) and how often the sync happens.
DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.