FinFolio Can Help with SEC Form 13F

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.

Topics: Product Automation 13F XML

FinFolio As The Core of Your Remote Office

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 launches expanded help center with video training, feature voting and more

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.

  • Feature Voting
  • Video Training
  • What's New
Topics: Product

Using Portals to Communicate With Clients During COVID-19

FinFolio portals are a great and innovative way to communicate with your clients by providing real time reporting they can log into and access at any time. Portals can provide a more detailed view into a clients portfolio where they can dynamically adjust time frames and data sources as well as drill into specific aspects of their investments, otherwise not shown on traditional PDF reports.

Topics: Product