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List of FinFolio Portfolio Rebalancing Customers

Fin Folio
Location
11592 Bell Cross Cir,
Parker, 80138, CO,
United States
Website
https://www.finfolio.com/
Phone
1 720-206-0660
Artw industry
Professional Services
Employee
10
Revenue
$1M

Since 2010, our global team of researchers has been studying FinFolio Portfolio Rebalancing 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 Rebalancing 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 Rebalancing for Portfolio and Investment Management include: Riskalyze, a United States based Professional Services organisation with 300 employees and revenues of $45.0 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 Rebalancing, 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 Rebalancing 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
Gravity Investments Professional Services 10 $1M United States FinFolio FinFolio Portfolio Rebalancing Portfolio and Investment Management 2016 n/a
In 2016 Gravity Investments selected FinFolio Portfolio Rebalancing as its portfolio management provider to power its institutional digital advice platform. The implementation falls under the Portfolio and Investment Management category and was aimed at enabling rapid rollout of robo advisor offerings and flexible multi custodial trading across the United States. FinFolio Portfolio Rebalancing was positioned to handle programmatic portfolio operations and automated rebalancing for Gravity Investments' advisory products. Implementation details reported and inferred from the announcement indicate use of FinFolio's outsourced portfolio management services, the rebalancing engine, REST API integration points, and FIX trading connectivity to support execution across multiple custodians. The deployment architecture is centered on a hosted portfolio management platform that orchestrates rebalancing workflows, generates trades for electronic execution via FIX, and exchanges account and position data through REST APIs. Operational scope focused on portfolio operations and trading for the firm s institutional digital advice offerings in the United States, with governance activities concentrated on custody connectivity and automated rebalancing workflow integration during rollout.
Riskalyze Professional Services 300 $45M United States FinFolio FinFolio Portfolio Rebalancing Portfolio and Investment Management 2018 n/a
In 2018 Riskalyze implemented FinFolio Portfolio Rebalancing to provide electronic trading and straight-through processing for its Autopilot automated account platform. The FinFolio Portfolio Rebalancing deployment functioned as a Portfolio and Investment Management solution focused on electronic order routing and execution to support advisors in the United States. The implementation centered on FinFolio's trade engine, with inferred use of trading and rebalancing modules and FIX connectivity to enable straight-through processing between Autopilot account orchestration and execution venues. Functional capabilities emphasized automated order generation, allocation and execution workflows, and settlement orchestration consistent with Portfolio and Investment Management operations. Operational ownership focused on trading and operations teams supporting Autopilot accounts, and the rollout updated execution workflows and processing governance to enable faster trade execution and improved operational efficiency for advisors in the US as stated in the announcement.
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Buyer Intent: Companies Evaluating FinFolio Portfolio Rebalancing

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FAQ - APPS RUN THE WORLD FinFolio Portfolio Rebalancing Coverage

FinFolio Portfolio Rebalancing is a Portfolio and Investment Management solution from FinFolio.

Companies worldwide use FinFolio Portfolio Rebalancing, from small firms to large enterprises across 21+ industries.

Organizations such as Riskalyze and Gravity Investments are recorded users of FinFolio Portfolio Rebalancing for Portfolio and Investment Management.

Companies using FinFolio Portfolio Rebalancing are most concentrated in Professional Services, with adoption spanning over 21 industries.

Companies using FinFolio Portfolio Rebalancing are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of FinFolio Portfolio Rebalancing across Americas, EMEA, and APAC.

Companies using FinFolio Portfolio Rebalancing range from small businesses with 0-100 employees - 50%, to mid-sized firms with 101-1,000 employees - 50%, large organizations with 1,001-10,000 employees - 0%, and global enterprises with 10,000+ employees - 0%.

Customers of FinFolio Portfolio Rebalancing include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified FinFolio Portfolio Rebalancing customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.