Over the last few months, FinFolio has made some substantial improvements to our item lists (called "Views"). They've gone from being static lists with few customization options to dynamic, editable, extensible views that can be overlayed by charts, or merged with calculations to show high-level dashboards of your firm's vital statics. This may sound like a minor change until you realize that Views are pervasive throughout FinFolio. They are the starting point for most common tasks and are used as inputs into all wizards. The ability to massage these views to show you the exact slice of data needed is extremely important.
The most common views are on the Home ribbon, under the buttons for the six main item types. We can click the button to bring up a simple View of the item, or click the dropdown portion of the button to see more views. Clicking one of the View buttons opens that view in the main pane.
Now we're going to walk through some simple customization of the default Household view, to make it better match the operational flow of an advisor. Suppose the advisor manages accounts at the household level, and often wants to see the number of clients contained in each household. We add a "# of Clients" column to the main Households view by right-clicking on the column header and selecting "# of Clients".
We also want to sort by Market Value to see the largest households at the top of the list. Click the "MARKET VALUE" column and the sort order will change to show the largest accounts at the top of the list. If we clicked it a second time, it would show the smallest households at the top of the list.
Sub-group the households by their fee schedules by first clicking in the View, which exposes the "Page Tools" and "Section Tools" context-sensitive ribbons. We can add a sub group on the Data ribbon, in the "Sorting and Grouping" group by clicking the "Group By" dropdown. Select "Fee Schedule" to sub-group by fee schedule and you will see the change immediately take effect in the Household view.
At any point, we can lock down the changes by going to the "Page" ribbon, and Clicking "Save Page". The next time we open the view, it remembers our settings. In the case of the impromptu example above, the Household view will now show a household list with a "# of Clients" column, sub-grouped by the fee schedule attached to each household, ordered by household market value within each fee schedule group.