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Portfolio reports can be customized by selecting calculations and charts from drop-down menus. As you become familiar with building reports, you'll find yourself drilling further and further into the hierarchy of customization options. Don't worry about formatting--custom reports use the themes, fonts and colors from the report package, just like our stock reports.

 
 
 
 
 
 

The Analysis Wizard gives you "drill down" capability for any calculation on any portfolio report, showing how the final number was calculated. You will always be able to justify every number, from rates of return to tax calculations.

 

FinFolio has Household and Portfolio levels to complement your system of record data (Client, Account, Security Position). Rearrange the legal relationships into something that matches your investment strategy without modifying your custodial accounts.

Above the client and household level you have managers, with customizable reporting hierarchies. For larger firms, part of your installation process will be customizing the login and management structure to match your firm.

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