--- title: FinFolio | Portfolio Management Software Blog | Matt Abar description: FinFolio makes portfolio management software for investment advisors. Rebalancing, portfolio reporting, and a client portal. --- [![FinFolio | Portfolio Management Software](https://www.finfolio.com/hs-fs/hubfs/finfolio-3a.png?width=145&name=finfolio-3a.png)](http://finfolio.com/) # FinFolio | Portfolio Management Software Blog ![Matt Abar](https://app.hubspot.com/settings/avatar/0d2941d47474e60044cc893fbb2826ec) ## Matt Abar ### Recent Posts by Matt Abar: ## [FinFolio launches expanded help center with video training, feature voting and more](https://www.finfolio.com/blog/finfolio-launches-expanded-help-center-with-video-training-feature-voting-and-more) by [Matt Abar](https://www.finfolio.com/blog/author/matt-abar), on Feb 15, 2022 11:00:00 AM [![FinFolio launches expanded help center with video training, feature voting and more](https://www.finfolio.com/hubfs/help_center-1.png)](https://www.finfolio.com/blog/finfolio-launches-expanded-help-center-with-video-training-feature-voting-and-more) We think FinFolio is the easiest software to use in the industry.  But our software is wide and deep and we realize even experienced users can use some hand-holding. With our latest release we are expanding our help side-bar with several exciting new features. - Feature Voting - Video Training - What's New [Continue Reading **](https://www.finfolio.com/blog/finfolio-launches-expanded-help-center-with-video-training-feature-voting-and-more) [** 0 Comments](https://www.finfolio.com/blog/finfolio-launches-expanded-help-center-with-video-training-feature-voting-and-more#comments-listing) Topics: [Product](https://www.finfolio.com/blog/topic/product) - [Tweet](https://twitter.com/share) ## [FinFolio launches live chat in the client portal via integration with FreshChat](https://www.finfolio.com/blog/finfolio-launches-live-chat-in-the-client-portal-via-integration-with-freshchat) by [Matt Abar](https://www.finfolio.com/blog/author/matt-abar), on Mar 4, 2019 11:16:00 AM [![FinFolio launches live chat in the client portal via integration with FreshChat](https://www.finfolio.com/hubfs/freshchat_widget.png)](https://www.finfolio.com/blog/finfolio-launches-live-chat-in-the-client-portal-via-integration-with-freshchat) Your clients are getting younger and younger, and they expect you to support them in more and more mediums. Chatting on a computer or mobile device is more convenient for your customers, and it saves you money when one employee can monitor multiple chats at once. [Continue Reading **](https://www.finfolio.com/blog/finfolio-launches-live-chat-in-the-client-portal-via-integration-with-freshchat) [** 0 Comments](https://www.finfolio.com/blog/finfolio-launches-live-chat-in-the-client-portal-via-integration-with-freshchat#comments-listing) Topics: [Integration](https://www.finfolio.com/blog/topic/integration) - [Tweet](https://twitter.com/share) ## [Clients can book appointments directly on your calendar via an integration with Calendly](https://www.finfolio.com/blog/clients-can-book-appointments-directly-on-your-calendar-via-an-integration-with-calendly) by [Matt Abar](https://www.finfolio.com/blog/author/matt-abar), on Feb 11, 2019 12:52:43 PM [![Clients can book appointments directly on your calendar via an integration with Calendly](https://www.finfolio.com/hubfs/calendly_sidebar.png)](https://www.finfolio.com/blog/clients-can-book-appointments-directly-on-your-calendar-via-an-integration-with-calendly) You can now eliminate the back and forth of meeting scheduling, putting the power to book meetings in the hands of your clients. Meetings sync to your Google or Office 365 calendar so clients can always see your up-to-date availability. FinFolio does this via an integration with Calendly, which works with your calendar to automate appointment scheduling. This integration makes it even easier to access and share your event types & meetings. Choosing available times for ad hoc meetings and sending them as a one-click booking experience has never been easier. [Continue Reading **](https://www.finfolio.com/blog/clients-can-book-appointments-directly-on-your-calendar-via-an-integration-with-calendly) [** 0 Comments](https://www.finfolio.com/blog/clients-can-book-appointments-directly-on-your-calendar-via-an-integration-with-calendly#comments-listing) Topics: [Integration](https://www.finfolio.com/blog/topic/integration) [Product](https://www.finfolio.com/blog/topic/product) - [Tweet](https://twitter.com/share) ## [FinFolio custom fields now with auto-calculations](https://www.finfolio.com/blog/finfolio-custom-fields-now-with-auto-calculations) by [Matt Abar](https://www.finfolio.com/blog/author/matt-abar), on Jul 16, 2018 12:54:00 PM [![FinFolio custom fields now with auto-calculations](https://www.finfolio.com/hubfs/custom_fields.png)](https://www.finfolio.com/blog/finfolio-custom-fields-now-with-auto-calculations) FinFolio has had the ability to allow adding custom fields to households, clients, accounts and securities. You can build extensions onto the edit screens that show these fields. You can show these fields on screens and custom dashboards. You can import into these fields from spreadsheets and other external sources. Custom fields are powerful and let you customize FinFolio for use with your firm. They add a CRM element to usage, allowing you to track ancillary information that is important to your firm. Do you cater to veterans? Add military information. Do you sell 401K's to airline pilots? Add a retirement date field so you know when to pitch them on expanding your service. [Continue Reading **](https://www.finfolio.com/blog/finfolio-custom-fields-now-with-auto-calculations) [** 0 Comments](https://www.finfolio.com/blog/finfolio-custom-fields-now-with-auto-calculations#comments-listing) Topics: [Product](https://www.finfolio.com/blog/topic/product) - [Tweet](https://twitter.com/share) [All Posts](https://www.finfolio.com/blog/all) [Next Page **](https://www.finfolio.com/blog/author/matt-abar/page/2) ### About FinFolio 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. ### Subscribe to Email Updates ### Recent Posts ### Posts by Topic - [Development (22)](https://www.finfolio.com/blog/topic/development) - [Integration (6)](https://www.finfolio.com/blog/topic/integration) - [Product (6)](https://www.finfolio.com/blog/topic/product) - [Hiring (2)](https://www.finfolio.com/blog/topic/hiring) - [13F (1)](https://www.finfolio.com/blog/topic/13f) - [Automation (1)](https://www.finfolio.com/blog/topic/automation) - [XML (1)](https://www.finfolio.com/blog/topic/xml) [see all](https://www.finfolio.com/blog/author/matt-abar#) ### Blog Archive - [April 2008 (3)](https://www.finfolio.com/blog/archive/2008/04) - [February 2008 (2)](https://www.finfolio.com/blog/archive/2008/02) - [June 2008 (2)](https://www.finfolio.com/blog/archive/2008/06) - [July 2008 (2)](https://www.finfolio.com/blog/archive/2008/07) - [September 2015 (2)](https://www.finfolio.com/blog/archive/2015/09) - [September 2017 (2)](https://www.finfolio.com/blog/archive/2017/09) - [January 2008 (1)](https://www.finfolio.com/blog/archive/2008/01) - [May 2008 (1)](https://www.finfolio.com/blog/archive/2008/05) - [July 2014 (1)](https://www.finfolio.com/blog/archive/2014/07) - [June 2015 (1)](https://www.finfolio.com/blog/archive/2015/06) - [August 2015 (1)](https://www.finfolio.com/blog/archive/2015/08) - [December 2015 (1)](https://www.finfolio.com/blog/archive/2015/12) - [January 2016 (1)](https://www.finfolio.com/blog/archive/2016/01) - [July 2016 (1)](https://www.finfolio.com/blog/archive/2016/07) - [February 2017 (1)](https://www.finfolio.com/blog/archive/2017/02) - [June 2017 (1)](https://www.finfolio.com/blog/archive/2017/06) - [July 2017 (1)](https://www.finfolio.com/blog/archive/2017/07) - [October 2017 (1)](https://www.finfolio.com/blog/archive/2017/10) - [July 2018 (1)](https://www.finfolio.com/blog/archive/2018/07) - [February 2019 (1)](https://www.finfolio.com/blog/archive/2019/02) - [March 2019 (1)](https://www.finfolio.com/blog/archive/2019/03) - [January 2021 (1)](https://www.finfolio.com/blog/archive/2021/01) - [February 2022 (1)](https://www.finfolio.com/blog/archive/2022/02) - [March 2022 (1)](https://www.finfolio.com/blog/archive/2022/03) - [April 2022 (1)](https://www.finfolio.com/blog/archive/2022/04) - [May 2022 (1)](https://www.finfolio.com/blog/archive/2022/05) - [August 2022 (1)](https://www.finfolio.com/blog/archive/2022/08) - [July 2023 (1)](https://www.finfolio.com/blog/archive/2023/07) - [September 2023 (1)](https://www.finfolio.com/blog/archive/2023/09) - [April 2024 (1)](https://www.finfolio.com/blog/archive/2024/04) [see all](https://www.finfolio.com/blog/author/matt-abar#) Wealth management simplified [![Schedule Demo](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/543464/b9de1cd2-9563-40b3-891a-8c0f098fbf48.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/543464/b9de1cd2-9563-40b3-891a-8c0f098fbf48) ### About FinFolio FinFolio​ makes **portfolio management software** for investment advisors and professional wealth managers.   ### Connect With Us ### From Our Blog ### Get Updates ### Contact FinFolio 3000 Lawrence Street, Suite 6 Denver, CO 80205 [(720) 206-0660](tel://720-206-0660) [sales@finfolio.com](mailto:sales@finfolio.com) [PRIVACY](https://docs.google.com/document/d/1Ddfo2Qo0Fej5n5PdUtAKdqeTMNvSDhIUZfVTwYiRLNU/edit?usp=sharing)