Over the previous year, our industry, like many others across the world, have been changed by COVID-19. Here at FinFolio we have embraced the remote office as a way of conducting all of our business. FinFolio can be used as the core of your remote practice, as it is built to be accessed from anywhere with an internet connection.
This article will detail how FinFolio, already the core of your practice, can be extended to work with a number of other systems to greatly enhance your workflow.
FinFolio
As a cloud-based product, it can be used just about anywhere you may find yourself.
Within FinFolio there is a lightweight task management system that is called Workflows. It allows for the creation of tasks via triggered workflows. Tasks can be moved between FinFolio & Redtail.
CRM with Redtail and Wealthbox
Redtail is our premier CRM, one used by 70% of RIAs. The FinFolio integration can move data between the two systems, with the advisor in full control of which fields are updated. An excellent solution to populate your current Redtail database with updated client information, including account values.
Wealthbox is another popular CRM with RIAs.
Document Vault
You may be aware of using Box.com to move reports to a client's document tab within the Client Portal. Did you know it can also be used by your clients to securely send documents to you?
Both on the Client Portal documents page & under the documents tab on an advisor's folio view, the + icon provides the access to push documents up into Box.com. FinFolio will take care of the location. Anything your client sends to you will be automatically added to the documents view of the folio.
Scheduling with Calendly
To help alleviate the back and forth emails or phone calls when scheduling a meeting, have your clients use Calendly. You can connect the integration on the FinFolio Client Portal. With the integration, your clients can find open times on your calendar, automatically creating and confirming the time.
Messaging with FreshChat
Would your clients like to chat with your staff while they are in the FinFolio Client Portal? FreshChat is the integration to do exactly this. Chat is a good way to work with clients without using the phone or email.
As you can see, FinFolio is an easily extensible system that can support a more remote focused practice. Feel free to reach out to us to discuss further how FinFolio can be the core of your technology solution.
