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Description
Craft distinctive digital experiences fueled by instantaneous financial data and insights. Gain access to a versatile write-once read-many data stream encompassing all major custodians, and take advantage of easy-to-integrate white-labeled features for billing, reporting, and additional services. By establishing new distribution pathways, you can unlock your firm's full growth capabilities. Enhance back-office efficiency through consolidated portfolio management, automated reporting, and straightforward fee billing processes. As the industry's sole fully API-first, multi-custodial software and data aggregation platform designed by developers specifically for developers, BridgeFT’s WealthTech API simplifies your development processes while continuously evolving with cutting-edge technology. This WealthTech-as-a-service platform presents a unified, open API that provides trade-ready, multi-custodial data, sophisticated analytics, and vital applications. It also facilitates the aggregation of multi-custodial held away assets and third-party application data, ensuring comprehensive financial oversight. By embracing this innovative approach, firms can significantly elevate their operational efficiency and data management strategies.
Description
Manage reports, billing, rebalancing, and client portals seamlessly for wealth management professionals with just one application. From dashboards to trading functionalities, this all-in-one solution simplifies the intricate nature of wealth management. FinFolio stands out with its clean, user-friendly, and straightforward design. Not all registered investment advisors (RIAs) operate the same way, which is why FinFolio offers the flexibility to tailor the platform to your specific needs. The platform broadens the scope of portfolio management, integrating essential functions like reporting, rebalancing, trading, billing, and a mobile-friendly client portal into one cohesive system. With various hosting options, you can choose to manage it yourself or allow FinFolio to handle operations for you. The platform can be white-labeled to reflect your brand. For those opting for self-management, FinFolio provides robust tools for automating tasks and ensuring high data accuracy. Moreover, its open API empowers users to enhance the software further, enabling customization and integration with third-party services, ensuring a tailored experience for every wealth manager. This extensive adaptability positions FinFolio as an invaluable resource in the wealth management landscape.
API Access
Has API
API Access
Has API
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BridgeFT
Country
United States
Website
www.bridgeft.com
Vendor Details
Company Name
FinFolio
Founded
2008
Country
United States
Website
www.finfolio.com
Product Features
Product Features
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection