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:
- 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