wealthlab.io is a stand-alone REST API that lets wealth managers, robo advisers and fintech startups build wealth management apps, client portals and custom reports.

GREENWOOD VILLAGE, CO, July 26, 2017 /24-7PressRelease/ — wealthlab.io is a stand-alone REST API that lets professional wealth managers and their technology teams build wealth management apps, client portals and custom reports. Traditional advisers, robo advisers and fintech startups can use the wealthlab.io tools to quickly create products and get to market faster.

Traditionally, portfolio management and trading are extremely difficult products to build, each requiring a huge initial technology investment. Modern toolkits, uncoupled from third party software, did not exist and the same work was being done over and over. Now with wealthlab.io, advisers and finance startups can quickly create wealth management apps and services.

“We have created something unique for professional wealth managers and the startups who target them,” says FinFolio CEO Matt Abar. “This is a powerful tool for building high-end client portals and wealth management apps. It is a stand-alone component that can be hosted and run by FinFolio, or put behind your firewall and operated without per-account fees.”

“The FinFolio API helped us accelerate the development of our option overlay solution for investment advisers,” said Akhil Lodha, Co-founder and CEO of Stratifi.com. “The calculation library had everything we needed and ready-to-go imports let us sync with our custodians. FinFolio is a valuable part of our technology stack.”

The API contains over 100 financial calculations, including rates of return and a tax engine. It has a FIX-enabled order management system, with powerful rebalancing and trading tools. The multi-currency engine handles stocks, bonds, fixed income, options and other asset types. It integrates with custodians, aggregators, brokers and pricing services.

“As a large wealth manager, the FinFolio API has allowed us to integrate with reporting software, CRM and even create a custom app,” said Martin Walsh, Director of IT at Burney Company. “It expands the window of technology services we can provide to our adviser network.”


FinFolio develops and supports an extensible investment management software platform for financial professionals. FinFolio has embraced an expanded definition of portfolio management which includes a REST API (wealthlab.io), trading, rebalancing, billing, reporting, client data distribution and all other elements of a financial adviser’s back office. FinFolio’s clients include investment advisers, financial planners and other wealth managers. For more information about FinFolio visit www.finfolio.com.

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