Trading is one part of the back office where advisers sweat the details. Over my years in the industry, it is the second-most common area to have customization requests (#1 being client reports). Every trading system in the industry has different limitations, including FinFolio.
FinFolio is happy to announce we have exposed the entire trading workflow in our REST API. This gives technology-savvy wealth managers the ultimate tool for tweaking the trading process. Everything you can do from our software, you can now do programmatically. Rebalancing, security-level trading, FIX order management, tax lot harvesting--all of it available in the API.
