FinFolio

FinFolio is a household-based data sync integration that imports households, accounts, and holdings.

Overview

Attribute	Value
Integration Type	Data Sync (Household with Children)
Authentication	API Key + Base URL
Data Flow	FinFolio → RightCapital (inbound only)
Owner	Yan Hu

Data Model

Household
└── Accounts
    └── Holdings

API Endpoints

Endpoint	Purpose
/api/household	List/Get households
/api/account	List/Get accounts
/api/calculation/run	Run calculations for holdings
/api/security	Security master data

Security Caching

Security master data is cached for 24 hours to reduce API calls.

Code Locations

Component	Path
Connector	retail-api/app/Integrations/FinFolio/Connector.php
Integrator	retail-api/app/Integrations/FinFolio/Integrator.php
Models	retail-api/app/Integrations/FinFolio/Models/