FinFolio | Portfolio Management Software Blog

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.

Your clients are getting younger and younger, and they expect you to support them in more and more mediums. Chatting on a computer or mobile device is more convenient for your customers, and it saves you money when one employee can monitor multiple chats at once.

You can now eliminate the back and forth of meeting scheduling, putting the power to book meetings in the hands of your clients. Meetings sync to your Google or Office 365 calendar so clients can always see your up-to-date availability.

FinFolio does this via an integration with Calendly, which works with your calendar to automate appointment scheduling. This integration makes it even easier to access and share your event types & meetings. Choosing available times for ad hoc meetings and sending them as a one-click booking experience has never been easier.

FinFolio has had the ability to allow adding custom fields to households, clients, accounts and securities. You can build extensions onto the edit screens that show these fields. You can show these fields on screens and custom dashboards. You can import into these fields from spreadsheets and other external sources.

Custom fields are powerful and let you customize FinFolio for use with your firm. They add a CRM element to usage, allowing you to track ancillary information that is important to your firm. Do you cater to veterans? Add military information. Do you sell 401K's to airline pilots? Add a retirement date field so you know when to pitch them on expanding your service.