Is FinFolio safe?
Review FinFolio security risks.

The following security profile for FinFolio includes the basics you’ll need for a vendor risk assessment: security certifications, supply chain details, privacy policy, terms of service, GDPR compliance, and more.
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FinFolio
FinFolio Organization Details

Category

Developer Tools

Organization Details

What is FinFolio?

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

Headquarters

Hosting

Hosting locations

Security Program

Security Certifications

SOC2 Compliance
PCI Compliant
HIPAA Compliant
SOC2 Compliance
SOC 2 Compliant
GDPR Compliant
ISO 27001 Compliant
FedRamp Compliant
CSA Star Level 1
Compliant

Security Page

Security Portal

Bug Bounty

Vulnerability Disclosure

Terms of Service

Privacy Policy

Status Page

https://status.finfolio.com

Authentication

Authentication / SSO

Supported Okta Features
Login with Google support
Login with Microsoft support
Supports SSO
Two-factor authentication via SMS
Two-factor authentication via E-mail
Two-factor authentication via Hardware
Two-factor authentication via Software
Two-factor authentication via TOTP
Two-factor authentication via U2F

OAuth Details

FinFolio Supply Chain
  • Zendesk
  • Statuspage
  • HubSpot
  • Google Workspace
  • GlobalSign
  • LogMeIn
  • Google Analytics
  • Google Tag Manager
FinFolio Subdomains
  • www.finfolio.com
  • status.finfolio.com
  • autodiscover.finfolio.com
  • support.finfolio.com

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Nudge was able to find all this and much more.
Nudge Security provides detailed security profiles for thousands of SaaS apps. Sail through security assessments with our proprietary intelligence on vendors’ security, risk, and compliance programs.
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Product
OverviewChangelogPricingStatus
Resources
FAQSecurity ProfilesSaaS Security GlossaryKnowledge BaseAPI Documentation
Company
Our ApproachOur TeamPress
Assurance
Trust & SecurityTerms & ConditionsPrivacy PolicySitemap

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SaaS Security
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SaaS Management
Shadow ITSaaS SpendCloud GovernanceAI Security
Third-Party Risk Management
Supply Chain SecurityOAuth Risk Management
Identity Governance
User Access ReviewsEmployee OffboardingSSO Onboarding
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