--- title: FinFolio As The Core of Your Remote Office description: Portfolio Management Software Integrations Remote Office Redtail Calendly FinFolio Work Anywhere image: https://www.finfolio.com/hubfs/logo.webp --- [![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 ## FinFolio As The Core of Your Remote Office by [Mike Maurer](https://www.finfolio.com/blog/author/mike-maurer), on Mar 22, 2022 8:00:00 AM 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. - [Tweet](https://twitter.com/share) ### 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/finfolio-as-the-core-of-your-remote-office#) ### 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/finfolio-as-the-core-of-your-remote-office#) 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)