Matt Abar, on Sep 21, 2015 8:00:00 AM
Portfolio management software naturally acts as a hub for a wealth management back office. FinFolio connects to a wide variety of other systems to facilitate this--custodians, rebalancing software, cloud document providers and more. We recently added a new section to our web site to highlight these integrations. It's hard to believe how many links into FinFolio we have built over the last few years.
Matt Abar, on Sep 10, 2015 8:00:00 AM
I just blogged about our REST API, an easily accessible way to generate web queries that securely share your FinFolio data with other web sites and applications. This posted generated many questions along the lines of "what specifically can I do with this data".
One way to use the data is with Microsoft Excel. Excel lets you extend FinFolio by using its powerful suite of tools; once the data is in Excel, you can build on it by using formulas, pivot tables, and other standard Excel functionality.
