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 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

Clients can book appointments directly on your calendar via an integration with Calendly

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.

Topics: Integration Product