{
  "schemaVersion": 1,
  "kind": "professionalServicesFirm",
  "id": "finfolio",
  "urls": {
    "html": "/professional-services/finfolio.html",
    "json": "/professional-services/finfolio.json",
    "markdown": "/professional-services/finfolio.md"
  },
  "policy": "Documentation research, not account or execution testing. Research regions do not establish residence eligibility. Requires Verification is an evidence gap, not proof of unavailability. Source conflicts and product/entity qualifications must remain attached to claims. Demo results do not establish live trading performance.",
  "record": {
    "id": "finfolio",
    "name": "FinFolio",
    "role": "Technology vendor",
    "entity": "Contracting entity Requires Verification",
    "scope": "Adviser and wealth-manager software; supported markets require confirmation.",
    "services": {
      "managedAccounts": {
        "product": "Order management / portfolio accounting",
        "status": "Documented",
        "summary": "Combine subaccount trades into blocks, then allocate executions back to the accounts.",
        "capabilities": [
          "Broker/FIX block workflows",
          "Specific-lot portfolio accounting",
          "Client-account reporting and billing"
        ],
        "requirements": "Supported broker integrations and configured client accounts.",
        "limitations": "Futures, traded FX, CFDs and crypto support require verification. Multicurrency reporting alone does not establish those instruments.",
        "sources": [
          "finfolio-oms",
          "finfolio-pms",
          "finfolio-demo"
        ],
        "evaluation": {
          "kind": "Software evaluation",
          "note": "A trial login and product demonstration are offered; this is not a verified broker trading demo.",
          "source": "finfolio-demo"
        },
        "accountingScope": null,
        "checked": "2026-10-14",
        "tested": false
      },
      "fundAccounting": {
        "status": "Requires Verification",
        "summary": "Portfolio accounting and client billing are documented; pooled-fund NAV, investor capital and equalization were not established.",
        "limitations": "Managed-account reporting is not sufficient evidence of pooled-fund accounting.",
        "sources": [
          "finfolio-pms"
        ],
        "checked": "2026-10-14",
        "tested": false
      }
    }
  },
  "sources": {
    "finfolio-demo": {
      "title": "FinFolio — software trial and demonstration",
      "url": "https://www.finfolio.com/",
      "checked": "2026-10-14"
    },
    "finfolio-oms": {
      "title": "FinFolio — order management",
      "url": "https://www.finfolio.com/order-management-system",
      "checked": "2026-10-14"
    },
    "finfolio-pms": {
      "title": "FinFolio — portfolio management",
      "url": "https://www.finfolio.com/portfolio-management",
      "checked": "2026-10-14"
    }
  }
}