by Rick Van Schoick, on Sep 6, 2023 11:49:34 AM
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!
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 makes portfolio management software for investment advisors. We have embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single portfolio management software suite.
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
FinFolio
3000 Lawrence Street, Suite 6
Denver, CO 80205
(720) 206-0660
sales@finfolio.com
PRIVACY
