FinFolio wealthlab.io is a REST API for portfolio management and trading to import and store data, run calculations and reports, trade, rebalance and bill your portfolios, that stores households, clients, accounts and securities. Some features include; Client billing and payouts, Financial Calculations, Custodial Imports and more. FinFolio's wealthlab.io is a headless, stand-alone API version of the main FinFolio portfolio management application that is built on a mature code base. FinFolio provides a portfolio management software solution for investment advisors and money managers.
wealthlab.io is a REST API for professional wealth managers and their technology teams. Easily create client portals or wealth management apps using our well-documented APIs.