FinFolio | Portfolio Management Software Blog

Just released is a new interface from FinFolio to Zacks Investment Research, the second largest independent equity research provider. This partnership allows wealth managers to export security lists per account in a format used by Zacks.

Instead of typing in securities, FinFolio will allow the user to quickly move the data in a series of steps to synchronize data across systems, streamlining workflows and operations. Previously this movement of data would require manual data entry. This new process ensures accuracy across the systems and is available with the latest release of FinFolio.

FinFolio has recently release v2.27 of our portfolio management and reporting system. Let's take a look at some of the new powerful features!

Send Email directly from a folio

FinFolio has the ability to send email directly from a folio to the client’s email address.  It allows for quick notes to be sent without having to move to another email application.

More than one recipient can be added to the list, in addition to the client.

The email subject line and body can contain va

FinFolio has recently release v2.27 of our portfolio management and reporting system. Let's take a look at some of the new powerful features!

New Pie Chart & Bar Chart for Dashboards

A number of new features have been added to further extend the ability to customize the charts. Bar and pie charts have more options based on specific folios or firm wide reporting. These charts us the same data sources as FinFolio's extensive dashboard views.

Bar charts are available as bars or columns. Pie charts are available as pie, donut, pyramid or single bars.

The dictionary definition of a composite is a grouping of equities, indexes or other investment securities in a standardized way. An example would be the NASDAQ composite index which is a market capitalization-weighted grouping of approximately 3,000 common stocks listed on the NASDAQ stock market. FinFolio broadens this definition by allowing our advisors to compile groupings of accounts, rather than securities, that have specific and similar criteria in common so that a picture can be created that represents useful data points, like portfolio performance.