Company

Finfolio

Open roles
Explore current roles
  1. Software Support Analyst (Investment Finance) (remote)

    Colorado, Denver, United States of America · Remote

  2. Data Import Specialist (Investment Finance) (remote)

    Colorado, Denver, United States of America · Remote

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About Finfolio

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

  • Portfolio Management
  • Customizable Client Performance Reporting
  • Data Reconciliation Errors
  • Alerts
  • Intuitive User Interface
  • Trading/Rebalancing
  • Client Portal
  • Hosting/Outsourced Services