21 October 2017

FinFolio launches portfolio accounting system

10 May 2010  |  2329 views  |  0 Source: FinFolio

FinFolio today launched FinFolio Workstation 2010 -- a portfolio accounting system for investment advisors, financial planners and money managers.

With this release, FinFolio sets a new standard in portfolio management technology for global wealth managers.

Key features of FinFolio Workstation 2010 include:

  • Modern look and feel, using an Office-like user interface
  • CleanDataTM error framework for tracking and managing data quality
  • Brochure-quality client report packages
  • Integrated billing and rebalancing
  • Flexible deployment model runs on the desktop or in a web browser
  • Imports custodial data from all major advisor custodians
  • Plug-in framework allows customization with Microsoft Visual StudioTM

"This is the cumulation of more than two years of product development and a year of beta testing," said Matt Abar, CEO of FinFolio. "We spent a lot of time on design, to make FinFolio stylistically match software that advisors already have on their desktop and fit easily into their workflow. I am very excited about hitting this critical milestone."

"We designed this to be the ultimate operations tool for medium to large sized financial advisory firms," said Tom Van Horn, FinFolio's Senior Vice President of Operations. "Our patent-pending CleanDataTM error tracking identifies data problems and eliminates the headaches associated with printing reports and other tasks like rebalancing and billing your portfolios."

"This is more than a portfolio accounting system," said FinFolio CTO Mike Benson. "FinFolio is a plug-in platform for financial services software. Advisors can customize screens, add new reports and charts, and use FinFolio's open API allowing virtually unlimited customization possibilities. This is the most flexible and open portfolio accounting platform in our industry."

FinFolio is a new company founded by experienced industry veterans. FinFolio founders were behind several innovations in portfolio management, including the first client/server software, the first portfolio management outsourcing solution, and first web-based portfolio management software. They are continuing that tradition of innovation with FinFolio.

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