We just posted the Release Candidate to the web site--FinFolio Workstation 2010 is feature complete. We're working closely with our beta sites to round off any remaining issues. If you've been waiting until FinFolio was futher along before you dove in, this is probably the right time. We're ready to go.
This release doesn't add many features, it was mostly about refining and stabilizing what we had. Changes include:
Composites - Build GIPS-compliant performance composites for your accounts. Move accounts into and out of different composites and calculate rates of return for composite periods.
Specific Lot Accounting - You can close out units from any transaction activity against any lots from any other transaction activity. Close lots by date or unit amount, as well as use any of the standard closing methods at the activity level.
Speed - Many speed increases. Viewing main lists, searching, billing, reports all run much faster.
Billing Wizard - We consolidated various billing processes into a new billing wizard that calculates fees, creates fee activities and prints invoices in one step. Invoices can also be printed as part of your quarterly report package.
Ribbons - We added a ribbon strip for creating data that lets you easily add new accounts, households, securities, etc. We expanded the view buttons on the Main ribbon, giving you several options for how your data should be displayed (Accounts, Account Details, Accounts by Client, Accounts by Household, etc.).
Views - We added filtering to the main list views. You can search within specific groups or against your entire data set. This made the left-hand navigation bar redundant, so we removed it.
Alerts - You can now hide (but not delete) alerts. We also added alert statuses, allowing Pending alerts that apply to transactions still in your trade blotter.
Help - Online help is about 95% complete. We also included a draft of the user manual (in Microsoft Word format) if you'd like a more sequential read.
Securities - You can override Symbols and CUSIP codes for different custodians. You can choose to exclude specific account assets from reports, calculations or billing.
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In addition to this list, we've fixed hundreds of bugs and added more small enhancements than I can count. We still have some minor cleanup issues but our main focus is on working with our clients. We're not ready until they say we're ready.