FinFolio | Portfolio Management Software Blog

FinFolio Releases REST API

Our most recent release includes a REST API in the client portal. This is a special kind of web site that allows developers and power users to easily interact with the FinFolio data and reports. It allows advisers to extend, connect and build on FinFolio in exciting new ways.

Specifically, this allows things like the following:

  • Mobile websites can access FinFolio data from JavaScript
  • Display FinFolio data and report HTML on websites
  • Applications written in any language can interact with FinFolio data
  • Access FinFolio lists and calculations from Excel and 3rd party report writers
  • Pull calculations and lists into internal dashboards
Topics: Development

New Web Site Launched

We have just launched our new finfolio.com site. In addition to a nice new look and feel, we have updated the product descriptions with all the new portfolio management software features we have added recently. Did you know that FinFolio now has rebalancing and a mobile-ready client portal?

The layout is cleaner and better suited for tying to online marketing. Please bear with us while we move (6) years of blog posts over. 

FinFolio Has Moved

FinFolio has moved into some beautiful new offices in the heart of the Denver Technology Center (DTC). The DTC is one of two major business hubs in Denver and the new office is a 5 minute walk from 20+ restaurants and bars. It is close to the light rail, has a gym with showers, is bike friendly, has free parking and gives us ample space to grow.

Our new address is:

FinFolio
5299 DTC Blvd, Suite 720
Greenwood Village, CO 80111

Topics: Hiring

Multi-currency Portfolio Management Software

FinFolio has multicurrency built in at a core level. In Example #5 we create some currencies and FX rates and demonstrate valuing accounts in different currencies. With a real FinFolio database, the currencies would already exist and would be loaded into memory when the environment is initialized.

Initialize the environment, deleting the existing database and recreating it from scratch.

// Initialize the FinFolio enviroment
Console.WriteLine("Example05_MultiCurrency: Initializing...");
ContextAutomation.InitializeConfiguration(
"Standard", false, false);
Topics: Development