One of the exciting aspects for me being a part of the FinFolio team is when we start working on a new feature of the system. This is when I take the years of experience working with multiple other systems in different types of investment shops and try to apply that knowledge and experience to building a better mousetrap.
Without going into too much detail at the moment I can say that we have a couple features lined up that have really improved upon the industry standards that are in the marketplace today. It's exciting to see the sketches and mock-ups come to life before my eyes and then actually see critical and time sensitive process improvements from current standards. All of the frustrations and "Why can't it do this...?" scenarios that I have experienced and heard from industry colleagues really provide the fuel to design some very slick improvements to what is available today.
We have already begun working with adv ...