FinFolio is a leading brand that specializes in investment portfolio management software. Founded by Matt Abar, who also has extensive experience in running Techfi and the technology group at IAN, FinFolio is dedicated to providing exceptional solutions for financial advisers and portfolio managers. At FinFolio, the focus is on delivering a top-notch product and establishing true partnerships with their clients.

They prioritize serving mature firms that prioritize technology expenditures and seek a long-term, reliable portfolio management solution. By not relying on venture capital, FinFolio stays true to their core values and invests all their energy into developing innovative software. Unlike other companies that settle for good enough software, FinFolio's dedication to technology goes beyond expectations.

They continuously refine and improve their software, striving to create a legacy that will stand the test of time. With their strong motivation and clear goals, FinFolio aims to build the best portfolio management software available in the market. Discover the power of FinFolio and transform your portfolio management experience today