--- title: FinFolio | Portfolio Management Software Blog | Rick Van Schoick 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 ![Rick Van Schoick](https://app.hubspot.com/settings/avatar/1889400a3de13916d0a77ca4ab2a1352) ## Rick Van Schoick ### Recent Posts by Rick Van Schoick: ## [FinFolio Zacks Interface](https://www.finfolio.com/blog/finfolio-zacks-interface) by [Rick Van Schoick](https://www.finfolio.com/blog/author/rick-van-schoick), on Apr 30, 2024 11:36:37 AM [![FinFolio Zacks Interface](https://www.finfolio.com/hubfs/Zacks%20Image.jpg)](https://www.finfolio.com/blog/finfolio-zacks-interface) Just released is a new interface from FinFolio to Zacks Investment Research, the second largest independent equity research provider. This partnership allows wealth managers to export security lists per account in a format used by Zacks. Instead of typing in securities, FinFolio will allow the user to quickly move the data in a series of steps to synchronize data across systems, streamlining workflows and operations. Previously this movement of data would require manual data entry. This new process ensures accuracy across the systems and is available with the latest release of FinFolio. [Continue Reading **](https://www.finfolio.com/blog/finfolio-zacks-interface) [** 0 Comments](https://www.finfolio.com/blog/finfolio-zacks-interface#comments-listing) - [Tweet](https://twitter.com/share) ## [FinFolio v2.27 Update Part 2](https://www.finfolio.com/blog/finfolio-v2.27-update-part-1-0) by [Rick Van Schoick](https://www.finfolio.com/blog/author/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! ## Send Email directly from a folio 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 [Continue Reading **](https://www.finfolio.com/blog/finfolio-v2.27-update-part-1-0) [** 0 Comments](https://www.finfolio.com/blog/finfolio-v2.27-update-part-1-0#comments-listing) - [Tweet](https://twitter.com/share) ## [FinFolio v2.27 Update Part 1](https://www.finfolio.com/blog/finfolio-v2.27-update-part-1) by [Rick Van Schoick](https://www.finfolio.com/blog/author/rick-van-schoick), on Jul 10, 2023 10:53:00 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! ## New Pie Chart & Bar Chart for Dashboards A number of new features have been added to further extend the ability to customize the charts. Bar and pie charts have more options based on specific folios or firm wide reporting. These charts us the same data sources as FinFolio's extensive dashboard views. Bar charts are available as bars or columns. Pie charts are available as pie, donut, pyramid or single bars. [Continue Reading **](https://www.finfolio.com/blog/finfolio-v2.27-update-part-1) [** 0 Comments](https://www.finfolio.com/blog/finfolio-v2.27-update-part-1#comments-listing) - [Tweet](https://twitter.com/share) ## [Utilizing Composites With FinFolio](https://www.finfolio.com/blog/utilizing-composites-with-finfolio) by [Rick Van Schoick](https://www.finfolio.com/blog/author/rick-van-schoick), on Aug 16, 2022 8:13:10 AM The dictionary definition of a composite is a grouping of equities, indexes or other investment securities in a standardized way. An example would be the NASDAQ composite index which is a market capitalization-weighted grouping of approximately 3,000 common stocks listed on the NASDAQ stock market. FinFolio broadens this definition by allowing our advisors to compile groupings of accounts, rather than securities, that have specific and similar criteria in common so that a picture can be created that represents useful data points, like portfolio performance. [Continue Reading **](https://www.finfolio.com/blog/utilizing-composites-with-finfolio) [** 0 Comments](https://www.finfolio.com/blog/utilizing-composites-with-finfolio#comments-listing) - [Tweet](https://twitter.com/share) [All Posts](https://www.finfolio.com/blog/all) [Next Page **](https://www.finfolio.com/blog/author/rick-van-schoick/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/rick-van-schoick#) ### 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/rick-van-schoick#) 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)