By Matt Abar on 11/20/2009 9:43 AM

Callouts are large text areas where you can use variables and conditional criteria to write messages to clients. You can talk about specific performance numbers, call your clients by name, or remind them which model you selected. Conditional text can say different things for different clients, based on the model they own, the account market value, or anything else. Think of it as a super mail merge.

It's a subtle thing, but these descriptive text blocks tie everything together to give your reports a professionally-designed feel. We've added callout sections to the table of contents and several other summary reports. You can put a personal touch on your data presenta Read More »

By Matt Abar on 11/12/2009 5:12 PM

What is a client report? At FinFolio we consider the report to be the final package that is delivered to your client. This package consists of a cover page, table of contents, and various other report sections. They print from your printer already collated and ready to be sent to your clients. Packages can be printed for any of the major folio types (households, clients, portfolios or accounts).

You start by creating a new report package in FinFolio. Yyou can create an unlimited number of report packages and each package has one or more sections. Each section is a small report unto itself and can span multiple pages with unique formatting, data, charts and graphs. The list of sections includes Cover Page, Table of Contents, Portfolio Summary, Portfolio Returns, Index Comparison, Transaction Summary, and many more.

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By Matt Abar on 11/11/2009 10:55 AM

At Techfi we were overwhelmed with feature requests. It seemed like every client who bought the software wanted to do something different. Eventually we found the common thread running through the requests--90% of them centered around client reporting. We took a step back and realized that instead of approaching requests one-by-one, we need to make a bigger change that would accommodate them all at once. We needed a much more flexible custom report capability.

 

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