FinFolio
FinFolio: A broad portfolio platform for firms that need accounting flexibility, integrations and APIs. Ranked #40 of 81 in Portfolio Management Software by our editors (5.4/10); pricing: Pricing on request; best for firms needing flexible accounting and APIs.
At a glance
- Editor score5.4 / 10
- PricingPricing on request
- Best forFirms needing flexible accounting and APIs
- Asset class coverageMulti_asset
- Facts checked20 Sep 2026
Where it wins
- Multi-currency accounting with IRR, TWR and benchmark reporting
- Model-based rebalancing supports SMA and UMA strategies
- Open REST API, FIX orders and broad custodian integrations
Where it doesn't
- Pricing requires a sales conversation
- Self-hosted deployment adds infrastructure responsibility
- The broad feature set may exceed smaller firms’ needs
Our verdict on FinFolio
FinFolio is portfolio management software for investment advisors, professional wealth managers, RIAs and other financial institutions. It brings together multi-currency portfolio accounting, performance reporting, tax-lot and cost-basis tracking, model-based rebalancing, FIX-enabled trade order management, billing, dashboards and customizable client portals. Its coverage suits firms managing multi-asset portfolios that need both operational workflows and client-facing tools across web, tablets and phones.
Integration breadth is a central part of the product’s fit. FinFolio connects with custodians including Charles Schwab, Fidelity, Interactive Brokers and Pershing, along with CRM, risk, planning, document and financial-data systems such as Redtail Technology, Wealthbox, Riskalyze, RightCapital, Box.com and Morningstar ByAllAccounts. Microsoft Office is also supported. The open REST API gives firms another route for connecting internal systems, while FIX support addresses trade order workflows. These options make the platform relevant to firms building a connected technology stack rather than looking for an isolated portfolio ledger.
The product’s breadth is also its main selection consideration. Alongside accounting and reporting, firms can manage rebalancing, SMA and UMA strategies, billing and payouts, dashboards, data imports and portals, with hosted or self-managed deployment available. That range should appeal to organizations wanting one platform across portfolio operations and advisor-client services. Firms seeking only lightweight tracking or a narrow reporting tool may find the scope unnecessary, while firms without trading workflows may not need FIX-enabled order management. Pricing follows a contact-sales model, so prospective customers should expect a direct evaluation rather than a self-serve purchase path.
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FinFolio pricing
FinFolio fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Asset class coverage | Multi_asset |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Yes |
| Tax-lot tracking | Yes |
| Maximum portfolios | Not verified |
| Deployment | Cloud, Self-hosted, Mobile |
| Platforms | Web, iOS, Android |
| Support | Email, Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 40+ integrations: Redtail Technology, Wealthbox, Riskalyze, 55ip, RightCapital, Box.com … See all → |
| Pricing | Pricing on request |
| Website | finfolio.com |
| Facts checked | 20 Sep 2026 |
FinFolio integrations
FinFolio lists 40+ integrations on its own site — the 12 named here are the ones its pages call out.
- Redtail Technology
- Wealthbox
- Riskalyze
- 55ip
- RightCapital
- Box.com
- Morningstar ByAllAccounts
- Charles Schwab
- Fidelity
- Interactive Brokers
- Microsoft Office
- Pershing
See all FinFolio integrations →
Alternatives to FinFolio
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
See all FinFolio alternatives →
Also Ranked In
FinFolio is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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