By Matt Abar on 8/21/2008 1:52 PM

The import framework is complete and we're ready to start adding custodians. In this post I discuss some of the speed challenges we overcame, and list the import features.

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By Matt Abar on 8/14/2008 8:43 AM

To date, our industry has not had software that can be customized for specific financial firms. FinFolio has been designed from the ground up to be extensible and customizable. We can add all types of custom features for individual firms, from new reports to new screens to custom rebalancing modules.

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