Service Overview
Managed Implementations
Conversions
Custom Development
A portfolio management solution is more than just software. When you select FinFolio as your technology partner you gain access to a sophisticated and knowledgable group of service professionals. We have wide ranging capabilities, including:
Implementation management
Training customized to your firm's operations
Converting transaction, account and client data
Custom reports
Custom graphics templates (use the colors/fonts/graphics from your brochure)
Custom software modules
Our implementation team delivers a steady stream of successful installs. This is primarily due to our managed implementation process which wraps up your data conversion, training and any custom development into one master plan. We customize the implementation to your firm and stick with it until you are fully up and running with our software.
With larger installations, on-site training will be part of your implementation process, with training that has been customized around your firm's processes. Going forward, you can look forward to our large video training libary and a responsive support staff.
FinFolio's open API lets us customize the software for your firm at a deep level. Custom fields, custom screens, custom calculations, custom reports and other custom functionality are all possibilities. Our development team can configure the software to meet the specific needs of your firm, no matter how specialized.