Ease Of Use
We make the best portfolio management software in the industry. FinFolio Workstation is user friendly and blends in with Microsoft Office. It has powerful tools to identify and fix custodial data problems and the reports are extremely flexible, letting you customize calculations, graphs, formatting templates, and more.
FinFolio can be installed in-house on your firm's servers, at a co-location facility like RackSpace, or hosted and administered by a FinFolio outsourcing partner. It can run on a slow laptop or make full use of a workstation-class computer with multiple monitors. It has powerful administrative tools that make it possible to efficiently manage large databases.
Portfolio management is the core of any large advisory
practice and having an open, extensible system built on modern
technology is critical to future-proofing your business. The FinFolio
platform gives you tangible benefits that will result in more accurate
data, decreased operating costs, and a noticeably better end result for
Intuitive, modern user interface
Multi-currency accounting engine with GIPS-compliant calculations
Flexible householding and UMA handling
Automated interfaces with custodians and other third parties
CleanData™ reconciliation alert system
Client billing and advisor payouts
Automate operations with Microsoft PowerShell
Runs in the cloud