Modern software should have a modern user interface. You navigate FinFolio using the Ribbon, just like Microsoft Office. Use configurable tool windows to show you graphs, notes, or other additional data, creating a custom workspace to match your process flow.

Views are lists of data, like clients or households, with the current value of each item as a column in the list. Just double-click and the item opens as a new tab in your main window. If you close it, you can open it again from the "Most Recent Items" list. Views can be sorted and filtered in real time and you can build custom groups for each view that apply the group criteria dynamically in real-time.

Views are great, but usually you're looking for something specific. Use the search bar to instantly find anything in your database. It searches across ticker symbols, account numbers, names and more to find everything that could match your search term. FinFolio Workstation 2010 puts your client data at your fingertips.

FinFolio has extensive graphing options for every major data type. Graphs change dynamically depending on which household/account/etc. is displayed in the main window. You can drag the graph window onto a second monitor and maximize it to show 9 or 12 graphs at once.

Graphs are interactive and multi-layered; double-clicking on a pie slice on one graph causes other graphs to filter their data to focus on that pie slice. Each graph window has the same graph options that are available on reports. Charts types include values, growth of dollar, index comparisons, rates of return, and many others.

When you print reports and run your daily imports, these tasks are moved to the Process Manager to run in the background. Open the process manager periodically to see how your jobs are coming along. While you're waiting, you can navigate through the software, edit data, or even kick off additional print and import jobs.

The process manager works on many things at once. If you send it multiple jobs, it works on a few at a time, moving on to the next job in the stack as each one is completed. You can do your daily imports at the same time your quarterly reports are printing--without locking up the software.