List of FinFolio Portfolio Management Customers
Parker, 80138, CO,
United States
Since 2010, our global team of researchers has been studying FinFolio Portfolio Management 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 Portfolio Management for Portfolio and Investment 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 Portfolio Management for Portfolio and Investment Management include: Financial Security Group, a United States based Banking and Financial Services organisation with 45 employees and revenues of $14.0 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 Portfolio Management, 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 Portfolio Management 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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Financial Security Group | Banking and Financial Services | 45 | $14M | United States | FinFolio | FinFolio Portfolio Management | Portfolio and Investment Management | 2015 | n/a |
In 2015 Financial Security Group implemented FinFolio Portfolio Management as its Portfolio and Investment Management application to provide an integrated portfolio management platform for the US based registered investment advisor. The implementation was announced in October 2015 and positioned FinFolio Portfolio Management as a unified system for advisory operations and client delivery.
The deployment centered on core functional modules including trading and rebalancing, billing, reporting, and a client portal, configured to consolidate back office workflows and support advisor facing processes. Configuration work focused on data reconciliation, position accounting, automated rebalancing workflows, and templated performance and compliance reporting to standardize advisor outputs.
Operational coverage extended across the firm s advisory and back office functions, enabling advisors and clients to access reports and client statements through the FinFolio Portfolio Management client portal. Integrations concentrated on ingesting custody and transaction data feeds and centralizing billing and trade lifecycle processing to create end to end portfolio operations, consistent with Portfolio and Investment Management functional workflows.
Governance changes emphasized centralized operational procedures and standardized reporting workflows for advisors, replacing fragmented manual processes with system driven controls. The rollout delivered improved reporting and unified billing and trading processes for the firm s advisors and clients as stated in the project announcement.
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Gravity Investments | Professional Services | 10 | $1M | United States | FinFolio | FinFolio Portfolio Management | Portfolio and Investment Management | 2016 | n/a |
In 2016 Gravity Investments deployed FinFolio Portfolio Management as the portfolio management backend for its digital advice and robo advisor platform. FinFolio Portfolio Management was implemented to serve Portfolio and Investment Management functions for Gravity Investments, providing the central system of record for portfolio operations within the firm.
The deployment emphasized REST API connectivity, automated trading and portfolio reporting, with configuration to support flexible strategy trading and custody connectivity. Implementation work encompassed trade automation and order management workflows, rebalancing orchestration and standardized reporting pipelines consistent with Portfolio and Investment Management platforms.
Integration work announced in September 2016 focused on enabling programmatic REST API links into Gravity’s digital advice distribution stack and custody rails to support execution and settlement. Governance was structured to operationalize automated trading and reporting workflows across advisory and operations teams, enabling scalable distribution of digital advice to Gravity Investments’ clients.
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Buyer Intent: Companies Evaluating FinFolio Portfolio Management
- Stifel Financial, a United States based Banking and Financial Services organization with 8892 Employees
- Adult Friend Finder, a United States based Professional Services company with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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