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
To use the API you first generate a secure API key in FinFolio, which is linked to a user login showing a subset of your FinFolio data. This secure API key can be used on your publicly available API web site to run dynamic queries. The queries can be consumed by other web sites, 3rd party reporting software, Microsoft Office apps, and many other destinations.
The REST API does require a software update, although we have a demo site set up if you would like to try it out with sample data. Please contact us if you are interested!
