Ease Of Use
FinFolio reports look more like brochures than portfolio management reports. Our large library of client reports include performance, fixed income, options, multi-currency and management reports. The reports are attractive and use full-page graphics--your clients will definitely notice when you upgrade to FinFolio and you'll receive compliments on your new "professionally designed" reports.
You can build report packages that have cover pages, a table of contents, and a variety of different report sections. Report packages print with their pages automatically sorted, collated, and numbered and different report pages can use different grouping and data ranges. Select from several supplied graphics packages to turn bland reports into vibrant presentations.
No need for report consultants. You can create custom reports by selecting calcuations and charts using drop-down menus. As you become familiar with building reports, you'll find yourself drilling further and further into the heirarchy of customization options. Don't worry about formatting--custom reports use the themes, fonts and colors from the report package, just like our stock reports.