FinFolio | Portfolio Management Software Blog

FinFolio has released a web widget that exposes the entire FinFolio report library online. First build the widget, giving it a list of reports, default date range, and other specifics about how the reports should be run. Then insert the widget into another web site and viola--instant portfolio management reports.

The widget has been carefully designed to be placed on other web sites. All reports render in HTML using standard tags, not as PDF files. This means the widget and reports it creates will take on the look and feel of the site where it is placed. It will use the font, colors and other elements of the parent web site where it is hosted.

Rendering the reports as native HTML is extremely important in the modern web. It lets your clients experience the reports without the jarring experience of switching to Adobe Acrobat when they need to see financial information. That said, there is also a button that lets them open any report as a PDF with your firm's branding.

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.

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.

Our most recent release includes a REST API in the client portal. This is a special kind of web site that allows developers and power users to easily interact with the FinFolio data and reports. It allows advisers to extend, connect and build on FinFolio in exciting new ways.

Specifically, this allows things like the following:

• Mobile websites can access FinFolio data from JavaScript
• Display FinFolio data and report HTML on websites
• Applications written in any language can interact with FinFolio data
• Access FinFolio lists and calculations from Excel and 3rd party report writers
• Pull calculations and lists into internal dashboards