PortfolioCenter^® 
Conversions

So easy we do it for free

Converting from desktop software to a new, modern web product can be daunting. You would love to move into the 21st century with a client portal, integrated rebalancer, point-to-point returns, and powerful report writer. But the leap seems too far, the conversion process too risky.

Don't worry, you are in good hands. FinFolio is the best in the industry at converting from PortfolioCenter^®. We have a seamless process that ports your data quickly, keeping all transactions, performance, prices and other important data.

Part of switching systems is adapting your processes to a new software. But we have you covered here too. FinFolio's architecture is closer to PortfolioCenter^® than any other system in the industry. Enjoy the new reports and tools, while at the core our software design will be familiar and comfortable.
 

How does it work?

1. Contact your custodians so FinFolio can receive data feeds.
2. Upload your most recent PortfolioCenter^® database backup
3. FinFolio takes one week to convert your data*
4. You receive a login to your new FinFolio web site, where you can see:
   1. Portfolios (now called households)
   2. Clients
   3. Accounts
   4. Transactions
   5. Securities
   6. Prices, Factors
   7. Cost basis information
   8. Performance Returns
   9. Additional custodian data since the backup date.
5. Work with your onboarding manager to learn the software, configure trading and billing, and recreate any custom reports.
6. Run FinFolio in parallel with PortfolioCenter^® until you are comfortable.

* Extremely large or complicated databases may take longer than a week.
 

What do our clients think?

'The tipping point for us was seeing our data in the system during a demo. FinFolio makes moving 30 years worth of PortfolioCenter data into the cloud look easy' - J, Portfolio Management Specialist in New York