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.
