Capital Markets & Investment › Investment Management › Rebalancing

FinFolio

Portfolio management system with integrated UMA and SMA rebalancing and trading.

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Overview

FinFolio is a portfolio management system with integrated rebalancing and trading for unified managed accounts (UMA) and separately managed accounts (SMA). It brings rebalancing and trade execution into the portfolio management workflow.

The platform serves wealth managers and advisors running UMA and SMA programs that need rebalancing and trading alongside portfolio management.

Key Features

+ Integrated portfolio rebalancing
+ UMA and SMA support
+ Trade generation and trading
+ Portfolio management system
+ Model-based rebalancing
+ Advisor workflows

Integrations

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