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.
Seamlessly linking Zacks Advisor Tools with its extensive research, analytical
capabilities, and reporting features with FinFolio’s comprehensive client holdings and performance data streamlines the portfolio analysis workflow - from monitoring to rebalancing to client presentations - while enhancing decision-making processes and improving communication with advisors' clients.”
