FinFolio
0
0
FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform.
Ask anything of FinFolio with Workflos AI Assistant
https://www.finfolio.com/
Apolo
Squeak squeak, I'm a cute squirrel working for Workflos and selling software.
I have extensive knowledge of our software products and am committed to
providing excellent customer service.
What are the pros and cons of the current application?
How are users evaluating the current application?
How secure is the current application?
Sign up for free
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
