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Description
Manage reports, billing, rebalancing, and client portals seamlessly for wealth management professionals with just one application. From dashboards to trading functionalities, this all-in-one solution simplifies the intricate nature of wealth management. FinFolio stands out with its clean, user-friendly, and straightforward design. Not all registered investment advisors (RIAs) operate the same way, which is why FinFolio offers the flexibility to tailor the platform to your specific needs. The platform broadens the scope of portfolio management, integrating essential functions like reporting, rebalancing, trading, billing, and a mobile-friendly client portal into one cohesive system. With various hosting options, you can choose to manage it yourself or allow FinFolio to handle operations for you. The platform can be white-labeled to reflect your brand. For those opting for self-management, FinFolio provides robust tools for automating tasks and ensuring high data accuracy. Moreover, its open API empowers users to enhance the software further, enabling customization and integration with third-party services, ensuring a tailored experience for every wealth manager. This extensive adaptability positions FinFolio as an invaluable resource in the wealth management landscape.
Description
M.Folio by Matilda Technologies is an enterprise-proven yard management system and electronic bill of lading (eBOL) platform built for warehouses, distribution centers, and 3PLs. The platform combines purpose-built hardware and software to automate the full driver workflow from gate to dock to departure.
Drivers check in through self-service kiosks or mobile workflows with no app download required. Automated lift gates open via AI-powered license plate recognition for pre-checked-in drivers, with zero manual interaction. Computer vision inspection cameras validate trailer numbers, DOT numbers, seal presence, and visible damage, creating a timestamped record for every vehicle. At check-out, the system verifies the driver is leaving with the correct trailer before the gate opens.
The eBOL module eliminates paper bills of lading entirely. Drivers sign digitally on a kiosk or mobile device. For LTL loads with multiple BOLs, a single signature covers all documents on that load. AI-native document processing extracts data from every BOL, making documents instantly searchable. Every electronic bill of lading includes a complete audit trail with timestamps and signer details for compliance and audit readiness.
Dock scheduling lets carriers and brokers self-book appointments against real-time dock availability. Fulfillment analytics unifies operational data across facilities into real-time dashboards and cross-site benchmarks.
M.Folio pairs software with purpose-built hardware including self-service kiosks, automated lift gates, and an AI-native camera platform built on computer vision. All provided, installed, and supported by Matilda Technologies. Integrates with Manhattan, Blue Yonder, SAP, and other major WMS, TMS, and ERP systems. 300+ facilities deployed.
API Access
Has API
No
API Access
Has API
No
Integrations
Blue Yonder Warehouse Management System
No
Infios WMS
No
Manhattan Active Warehouse Management
No
MoneyGuide
Yes
RightCapital
Yes
SAP Extended Warehouse Management (EWM)
No
Integrations
Blue Yonder Warehouse Management System
Yes
Infios WMS
Yes
Manhattan Active Warehouse Management
Yes
MoneyGuide
No
RightCapital
No
SAP Extended Warehouse Management (EWM)
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
FinFolio
Founded
2008
Country
United States
Website
www.finfolio.com
Vendor Details
Company Name
Matilda Technologies
Founded
2012
Country
United States
Website
matilda-tech.com
Product Features
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
No
Client Management
Yes
Commodities
Yes
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
Yes
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
No
Stock Portfolio Management
Billing & Invoicing
Yes
Client Management
No
Data Warehousing
No
For Investment Advisors
No
For Traders
No
Order Management
Yes
Portfolio Accounting
Yes
Portfolio Rebalancing
Yes
Risk Management
No
Tax Management
No
Technical Analysis
No
Wash Sale Detection
No
Product Features
Yard Management
Dispatch Management
No
Dock Management
Yes
Exception Alerts
Yes
Gate/Access Control
Yes
Maintenance Management
No
Seal Management
Yes
Task Management
Yes
Trailer Management
Yes
Workflow Management
Yes
