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Portfolio reports can be customized by selecting report sections from a library of hundreds of data sets. Just drag them onto the page into the correct section. Don't worry about formatting--custom reports use the themes, fonts and colors from the report package, just like our stock reports.

 
 
 
 
 
 

Add an analysis icon to any calculation on any 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 strategy 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.

FinFolio also helps you track your team. Attach the responsible team members to each folio and always know owns each part of the relationship. See clients added/lost and how revenue has grown or shrunk for your producers.

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