​Ease of Use

Modern software should have a modern user interface. You navigate FinFolio using the Ribbon, just like Microsoft Office. Views give you quick access to all entities, listing them on-screen with values. Tool windows let you customize your work area for the current task. Importing data? You'll have the import wizard and errors and alerts windows open. Talking with clients? You'll have the notes and charts tool windows open.

Contact Management

FinFolio has custom fields that let you build your own screens with user-defined information. Integrated notes allow you to track categorized histories on all folios. Color-coded groups let you easily categorize entities; place groups within other groups to maintain complicated heirarchies with minimal data entry.

Search

Use the search bar to quickly find anything in your database. It searches across ticker symbols, account numbers, names and more to find everything that could match your search term. Search on related tables to build powerful dynamic queries using our search language. Quickly access your recent searches or save searches for other users.

On-Screen Charts

FinFolio has extensive graphing options for every major data type. Graphs change dynamically depending on which household/account/etc. is displayed in the main window. You can drag the graph window onto a second monitor and maximize it to show 9 or 12 graphs at once. Charts types include values, growth of dollar, index comparisons, rates of return, and many others.

Process Manager

When you print reports and run your daily imports, these tasks are moved to the Process Manager to run in the background. While you're waiting, you can navigate through the software, edit data, or kick off additional print and import jobs. Send it multiple jobs and it works on one at a time, moving on to the next job in the stack as each one is completed. You can do your daily imports at the same time your quarterly reports are printing--without locking up the software.