Expansion into larger wealth managers FinFolio has launched enhancements to its back-office software, targeting larger wealth managers. This indicates a strategic focus on expanding its market reach and catering to the needs of bigger clients.

Partnership with Redtail Technology The recent partnership with Redtail Technology, a market-leading CRM solution for financial advisors, presents a valuable opportunity for collaboration and cross-selling to clients of both companies. Leveraging this partnership can open doors to a wider network of potential customers.

Integration with RightCapital Inc. Integration with RightCapital's wealth management platform signals interoperability and synergies between the two systems. This integration provides a strong value proposition for clients seeking comprehensive solutions, creating an opportunity for bundled offerings and increased sales.

Twitter campaign for brand visibility The Twitter campaign initiated by FinFolio on its official account @FinFolio can be utilized as a tool to enhance brand awareness and engage with prospective clients. Leveraging social media as a sales and marketing channel can help generate leads and foster relationships in the digital landscape.

Key integrations with Pipedrive and Prospect By integrating with Pipedrive and Prospect.io, FinFolio has expanded its ecosystem and enhanced its functionality for users. This integration diversifies the solutions offered by FinFolio, potentially attracting clients looking for a more interconnected and seamless experience in their operations.