By Matt Abar on 8/25/2009 12:35 PM

Now that the beta is trucking along, we've been whittling down the remaining FinFolio R1 features. We have a few things that I'll be highlighting over the next week, starting with grouping. Most portfolio management systems have some sort of grouping structure that lets you create miscellaneous groups of clients, accounts, etc. They usually do this by allowing you to select specific items at the time you create the group; this is called "static" grouping...

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