As advisory firms grow, a larger account base drives the need for centralized investment strategies. FinFolio handles this with a modeling and trading capability, which lets you set up target models based on security or asset class. The models can span multiple investment accounts, one investment account can be assigned to multiple models.

The ongoing rebalancing process is highly automated, allowing a single operations person to make thousands of trades in a day. You can check each portfolio's adherence to it's target model and rebalance portfolios that have drifted. An optional confirm step lets the same person (or a supervisor) confirm the actual trades going to the custodian.

FinFolio can create trading files for most custodians, or print a detailed trading report that can be faxed. Your custodian's completed trades are automatically verified against the original trading instructions.