List of FinFolio Client Portal Customers
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United States
Since 2010, our global team of researchers has been studying FinFolio Client Portal customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased FinFolio Client Portal for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using FinFolio Client Portal for CRM and Investor Relationship Management include: Heritage Wealth Architects, a United States based Professional Services organisation with 2 employees and revenues of $1.0 million, Gravity Investments, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using FinFolio Client Portal, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The FinFolio Client Portal customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Gravity Investments | Professional Services | 10 | $1M | United States | FinFolio | FinFolio Client Portal | CRM and Investor Relationship Management | 2016 | n/a |
In 2016, Gravity Investments implemented the FinFolio Client Portal as an outsourced portfolio management platform component to support its digital-advice and robo-advisor offerings in the United States. The deployment is categorized as CRM and Investor Relationship Management and centered on client access, portfolio reporting, and investor communication capabilities.
Implementation focused on FinFolio Client Portal and associated reporting modules, configuring client-facing reporting, account statements, and workflow-driven investor communications. The project leveraged FinFolio's integrated client portal to centralize investor relationship management, support automated report generation, and enable advisor-facing portfolio oversight.
Integrations included custody connectivity to enable live portfolio and custodial position feeds between FinFolio's platform and third-party custodians. Operational scope covered Gravity Investments' digital advice product lines and client servicing workflows, impacting portfolio reporting, custody operations, and investor relationship management, and the vendor noted the platform enabled Gravity to more rapidly rollout digital-advice capabilities.
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Heritage Wealth Architects | Professional Services | 2 | $1M | United States | FinFolio | FinFolio Client Portal | CRM and Investor Relationship Management | 2016 | n/a |
In 2016, Heritage Wealth Architects implemented FinFolio Client Portal. The FinFolio Client Portal was provisioned to support portfolio management, investor reporting and billing within CRM and Investor Relationship Management for the firm’s U.S. RIA operations.
Implementation focused on core FinFolio capabilities, with explicit configuration for portfolio management, investor reporting and billing modules. Client portal and CRM and investor relations usage is reflected through the bundled client-facing portal and reporting features of FinFolio Client Portal, providing investor statement delivery and consolidated reporting workflows.
Deployment used a cloud-oriented model and included outsourced reconciliation services noted in the vendor announcement, aligning reconciliation and reporting processes into a centralized operational flow for the U.S. advisory practice. Integrations with custodial feeds or downstream accounting systems are not specified in the source and are not asserted here.
Governance centered on automating reporting pipelines and standardizing billing workflows to support advisor operations, with rollout scoped to the firm’s investment management and investor servicing functions. The press release highlights cloud-based outsourced reconciliation and streamlined reporting as outcomes of the FinFolio Client Portal deployment.
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