[We tried other portfolio management software], and we believed FinFolio and their reporting framework offered us the best reporting value in the marketplace. The fact that all aspects of the process, billing, trading/rebalancing, reporting and outsourcing of imports and reconciliation all come from one vendor was a major aspect in our decision.
James Knapp, CEO of Heritage Wealth Advisors
FinFolio was key to our transition from outsourced data management to hosting and running portfolio management software in-house with existing staff. On an annual basis, this will trim over $100,000 from our technology budget, as well as increase our operational efficiencies.
Mark Hebner, Founder and CEO of Index Fund Advisors