{
  "slug": "finfolio",
  "name": "FinFolio",
  "description": "FinFolio provides an integrated portfolio management software solution designed for investment advisors and professional wealth managers, simplifying wealth management through comprehensive features like performance reporting, firm dashboards, client portals, billing, rebalancing, and trading. It aims to be a single back-office application that is easy to use and highly customizable.",
  "url": "https://optimly.ai/brand/finfolio",
  "websiteUrl": "https://finfolio.com/",
  "logoUrl": "https://logo.clearbit.com/finfolio.com",
  "baiScore": 55,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Investment Management Platforms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-07T18:59:32.571Z",
  "verifiedVitals": {
    "website": "https://finfolio.com",
    "category": "Wealth Management Software",
    "what_it_does": "FinFolio provides portfolio management software that includes features such as performance reporting, firm dashboards, client portals, billing and payouts, light CRM, task and workflow management, rebalancing and trading, tax harvesting, UMA sleeves, GIPS composites, multicurrency support, mobile apps, and an open REST API. It aims to simplify wealth management for investment advisors and professional wealth managers.",
    "primary_audience": "Investment advisors and professional wealth managers",
    "core_product": "Portfolio management software"
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1789863193606
}