The FinFolio Mission
We think portfolio management technology has a long way to go, and that idea drives our company. FinFolio founders were behind several innovations in portfolio management, including the first client/server software, the first portfolio management outsourcing solution, and first web-based portfolio management software. We are continuing this tradition of innovation with FinFolio.
FinFolio makes the best portfolio management software in the industry. FinFolio Workstation is user friendly and blends in with Microsoft Office. It has powerful tools that identify custodial data problems and the flexible reports let you customize calculations, graphs, formatting templates, and more.
We also are working on a Windows 8 app, client web portal and SharePoint web parts.
FinFolio was founded by industry veterans with startup experience who have successfully founded and led similar companies. We are well-rounded with business and technology expertise, and our past successes allow us to self-fund FinFolio. We've already been written up in industry magazines, and have a high level of visibility in financial services publications.
Life at FinFolio
FinFolio is a boutique technology company that makes software for professional financial advisors. We are centrally located in the Denver Tech Center, a short walk from the Arapahoe light rail stop with free parking, health care and other amenities.
We work hard and take pride in the quality of our service and software, investing the extra time to polish the UI and reports. The atmosphere is interactive; everybody at the company has input into what we do and how we do it. You’ll be working with people who really care about what they’re making and doing–we're on a mission.
We also have fun. The CEO serves margaritas every Friday during our weekly release, and we dress casually. Not business casual, real casual—jeans and t-shirts are fine. Sometimes we take off Friday afternoons to catch movie premieres, or do other fun things.