--- title: FinFolio | Portfolio Management Software Blog | Development (3) description: Development | FinFolio makes portfolio management software for investment advisors. Rebalancing, portfolio reporting, and a client portal. (3) --- [![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 ## [Client Portal V2](https://www.finfolio.com/blog/client-portal-v2) by [Matt Abar](https://www.finfolio.com/blog/author/matt-abar), on Jan 5, 2016 7:30:00 AM [![Client Portal V2](https://www.finfolio.com/hubfs/portal_v2_main.jpg)](https://www.finfolio.com/blog/client-portal-v2) Today we launch the next generation of FinFolio's client portal. It has numerous improvements over the old portal. **Overview** The FinFolio client portal is your online interface with your clients. You can exchange documents with them in the secure document vault, including your quarterly reports which avoids printing costs. Give clients live access to any FinFolio report, allowing them to self-service many information requests, further reducing your support burden. Every element of your client portal is customizable. You can remove access to certain functionality or add new functionality like blogs and informational pages. Your portal will be customized with your fonts, graphics and other branding. [Continue Reading **](https://www.finfolio.com/blog/client-portal-v2) [** 1 Comment](https://www.finfolio.com/blog/client-portal-v2#comments-listing) Topics: [Development](https://www.finfolio.com/blog/topic/development) - [Tweet](https://twitter.com/share) ## [Report Web Widget](https://www.finfolio.com/blog/report-web-widget) by [Matt Abar](https://www.finfolio.com/blog/author/matt-abar), on Dec 16, 2015 3:04:47 PM [![Report Web Widget](https://www.finfolio.com/hubfs/report_widget.png)](https://www.finfolio.com/blog/report-web-widget) FinFolio has released a web widget that exposes the entire FinFolio report library online. First build the widget, giving it a list of reports, default date range, and other specifics about how the reports should be run. Then insert the widget into another web site and viola--instant portfolio management reports. The widget has been carefully designed to be placed on other web sites. All reports render in HTML using standard tags, not as PDF files. This means the widget and reports it creates will take on the look and feel of the site where it is placed. It will use the font, colors and other elements of the parent web site where it is hosted. Rendering the reports as native HTML is extremely important in the modern web. It lets your clients experience the reports without the jarring experience of switching to Adobe Acrobat when they need to see financial information. That said, there is also a button that lets them open any report as a PDF with your firm's branding. [Continue Reading **](https://www.finfolio.com/blog/report-web-widget) [** 0 Comments](https://www.finfolio.com/blog/report-web-widget#comments-listing) Topics: [Development](https://www.finfolio.com/blog/topic/development) [Integration](https://www.finfolio.com/blog/topic/integration) - [Tweet](https://twitter.com/share) ## [Integrations](https://www.finfolio.com/blog/integrations) by [Matt Abar](https://www.finfolio.com/blog/author/matt-abar), on Sep 21, 2015 8:00:00 AM Portfolio management software naturally acts as a hub for a wealth management back office. FinFolio connects to a wide variety of other systems to facilitate this--custodians, rebalancing software, cloud document providers and more. We recently added a [new section to our web site](https://www.finfolio.com/integrations) to highlight these integrations. It's hard to believe how many links into FinFolio we have built over the last few years. [Continue Reading **](https://www.finfolio.com/blog/integrations) [** 0 Comments](https://www.finfolio.com/blog/integrations#comments-listing) Topics: [Development](https://www.finfolio.com/blog/topic/development) [Integration](https://www.finfolio.com/blog/topic/integration) - [Tweet](https://twitter.com/share) ## [Using REST API data in Microsoft Excel](https://www.finfolio.com/blog/using-rest-api-data-in-microsoft-excel) by [Matt Abar](https://www.finfolio.com/blog/author/matt-abar), on Sep 10, 2015 8:00:00 AM [![Using REST API data in Microsoft Excel](https://www.finfolio.com/hubfs/screenshots/excel_rest_api.png)](https://www.finfolio.com/blog/using-rest-api-data-in-microsoft-excel) I just blogged about our REST API, an easily accessible way to generate web queries that securely share your FinFolio data with other web sites and applications. This posted generated many questions along the lines of "what specifically can I do with this data". One way to use the data is with Microsoft Excel. Excel lets you extend FinFolio by using its powerful suite of tools; once the data is in Excel, you can build on it by using formulas, pivot tables, and other standard Excel functionality. [Continue Reading **](https://www.finfolio.com/blog/using-rest-api-data-in-microsoft-excel) [** 2 Comments](https://www.finfolio.com/blog/using-rest-api-data-in-microsoft-excel#comments-listing) Topics: [Development](https://www.finfolio.com/blog/topic/development) - [Tweet](https://twitter.com/share) [** Previous Page](https://www.finfolio.com/blog/topic/development/page/2) [All Posts](https://www.finfolio.com/blog/all) [Next Page **](https://www.finfolio.com/blog/topic/development/page/4) ### 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/topic/development/page/3#) ### 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/topic/development/page/3#) 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)