multi-currency specific lot accounting CleanData™ error checking benchmarks & composites fixed income, options and futures performance attribution allocation models fee billing comprehensive cap gains tax accounting all standard portfolio management features

FinFolio can utilize many databases to store data, including Microsoft SQL Server, Oracle, DB2 and MySQL. The front-end user interface will run in a web browser or on the desktop. Our reports are written in Crystal Reports and are easily extensible.

We are committed to building an open platform, enabling firms to create customized solutions atop the FinFolio framework. All software functionality is accessibly via an API, allowing users to automate their processes or extend the software to meet their specific needs.

Portions of the software will be developed as open source and released to clients. Using our open APIs and extensive code samples, developers can create custom interfaces, reports, rebalancing or billing modules, and other software extensions using a wide array of development tools.

Development is underway and we issue periodic progress updates on the FinFolio blog. We expect to have something to demo by 4Q08 and have a beta release by year end. If you are interested in becoming a beta tester, contact us at beta@finfolio.com