• Individual Service: FinPortfolio empowers the individual investor with sophisticated online financial planning tools and investment analytics that are easy to use, easy to understand, and affordable. These tools guide and support the investor through then entire investment process, from financial planning and asset allocation, to the construction, analysis and management of investment portfolios.

   

• Institutional Service: At the institutional level, our service is focused on helping our partners to better serve individual investors. Through a variety of partnering opportunities, FinPortfolio can deliver a variety of important benefits to institutional partners across the financial services landscape, including enhanced customer service, cost savings, an important source of differentiation, and shorter time-to-market on features and functionality that might otherwise take years to develop in-house.

   

• My Client Advisor Service: FinPortfolio's My Client Advisor Service is a robust client management suite that enables Investment Advisors to use FinPortfolio's industry-leading financial planning and investment analysis tools on behalf of or in collaboration with their clients.

Want to know more? Click either of the headings above to see more details on the benefits FinPortfolio delivers to both individual investors and our institutional partners.