FinFolio knows all RIAs are not the same, which is why they give users complete freedom to customize FinFolio platforms. Make our software serve your needs exactly, with an ever-growing list of integrations to explore.
Integration between 55ip’s investment strategy engine and FinFolio means you can:
Enhance or design your investment strategies for clients and prospects while optimizing for lower fees, risk of extreme losses and taxes
Automate proprietary tax loss harvesting algorithms for active tax management, portfolio transition, and/or withdrawals