Finfolio
FinFolio provides portfolio management and trading via a powerful web app. Report, rebalance, trade, bill and host client portals, all on a single platform. Advisors can run FinFolio themselves or let Finfolio host and operate it for them.
Integration Features
  • Access critical Veo client data such as account Information, balances, positions, and history
  • Report, rebalance, trade, bill and host client portals, all on a single platform
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