The hardest part of switching portfolio management software is the very first step—converting data from your old vendor. If you don’t have a clean conversion, your FinFolio usage may be tainted for years to come. Conversions can be done as a stand-alone task or as part of a larger managed implementation plan.
FinFolio doesn’t do manual data entry during conversions. Instead, we use a combination of scripts and software programs to convert your old data into a format that we can easily import into FinFolio. The exact process differs depending on where the data is coming from.
We have converted data from the following systems:
Techfi Portfolio 2000
Don't worry if your system isn't on our list yet. Contact FinFolio to discuss details.