FinFolio is the most open platform our industry has ever seen. It was designed as a plug-in framework, allowing firms to create custom extensions and solutions atop the software. All FinFolio modules have been designed and written using our own plug-in framework and we make the source code for some of our modules available to clients.

Customizations can include:

Adding screens, fields, and menus Object Events (Save, Load, Changes) Billing Interfaces Imports/Exports Calculations Tax Laws Modeling Rebalancing Reports Conversions Transaction Codes CleanData™ Alerts Data Storage (Microsoft SQL, Oracle, and more)

FinFolio was written as a plug-in framework in Microsoft Visual Studio. Every FinFolio module runs on top of this framework, utilizing a common set of interfaces and classes. You can create a custom rebalancing or billing module, or design a custom report package using your reporting software of choice.

You can write FinFolio plug-in modules in any Visual Studio supported language. Out of the box, this includes C++, C#, F#, and Visual Basic. Most popular languages also have third-party .NET plug-ins, like Java, Perl, Python, and Ruby.