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FinFolio | Flexible Reporting | Portfolio Management Software
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Create custom reports from our calculation and chart library with flexible householding and multi-level grouping for UMAs.
finfolio, portfolio management software, portfolio management, wealth management, client reporting, software, outsourcing, portfolio reporting, software, wealth management, ribbon strips, sharepoint, microsoft, powershell, cleandata
FinFolio | Portfolio Management Software | Reporting | Create custom reports from our calculation and chart library.
Created at 6/17/2011 11:11 AM by sharepoint\mattabar
Last modified at 5/21/2012 2:33 PM by SHAREPOINT\administrator
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