Portfolion
Information by Research TrustFinance
Portfolion develops and provides a suite of technology solutions designed for financial brokerage firms. Their flagship product is a comprehensive platform that includes a CRM system, a back-office management portal, a client-facing trader's room, and a multi-level affiliate (IB) portal. The company's mission is to offer a ready-made, robust technological infrastructure that allows new or existing brokers to launch or enhance their operations quickly and efficiently, focusing on business growth rather than complex software development.
Founded in 
United States
Industry
- Broker SetupPRIMARY
Technology
- Other Service
Financial