Jul 22

Written by: Tom Van Horn
7/22/2009 2:50 PM

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 advisors and really digging into the their operational workflow. We are seeing where FinFolio can be a scalable solution to their current practices by minimizing current workflows and improving the ability to eliminate human errors in their current processes.  Without a doubt the response has been overwhelmingly positive related to the new features we have coming around the corner.  It's very exciting and I look forward to showing them off soon.

On the Beta front we released an important update (beta 1b)  a couple weeks ago that included some very specific speed optimizations throughout the FinFolio Workstation software.

Now that our Beta users have had some time to really put the system to use I am very pleased that the group has seen a very positive increase in speed throughout the system.  We are excited to move forward with features now that the implemented speed enhancements have proved successful against our larger database Beta users.

If you have any questions or would like to set up a demo please do not hesitate to contact us.

-Tom

TomVanHorn@FinFolio.com
720-206-0660 x504

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