Rick Van Schoick, on May 2, 2022 8:00:00 AM
FinFolio is excited to announce our partnership with Redtail Technology, a leader in CRM solutions. This partnership enables our clients to sync data between FinFolio and Redtail.
The integration with Redtail is either one-way or two-way depending upon the type of data being synced.
Mike Maurer, on Apr 4, 2022 8:00:00 AM
Paperwork + Regulations = Headache. As part of being an independent advisor or firm, completing & filing forms is a regular occurrence. It also isn't fun or productive.
FinFolio can help with Form 13F. Please do not ask us legal questions about the regulation. We can provide the data in a form that can be readily uploaded to the SEC. To help our clients, we have built out a set of tools to automate the process.
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.
Matt Abar, on Feb 15, 2022 11:00:00 AM
We think FinFolio is the easiest software to use in the industry. But our software is wide and deep and we realize even experienced users can use some hand-holding. With our latest release we are expanding our help side-bar with several exciting new features.
