FinFolio is the new standard for portfolio management technology. It is the most sophisticated platform in the asset management industry, built from the ground up to handle mission-critical business processes for large asset management firms.

Portfolio management is the core of any large advisory practice. Having an open, extensible system built on modern technology is critical to future-proofing your business. The FinFolio platform gives you tangible benefits that will result in more accurate data, decreased operating costs, and a noticeably better end result for your clients.

Key benefits of FinFolio include:

• Intuitive, modern user interface
• Solid accounting engine with GIPS-compliant calculations
• Flexible client management hierarchies
  
• Automated interfaces with custodians and other third parties
• CleanData™ reconciliation alert system
  
• Modeling and rebalancing tools
• Packaged reporting with attractive graphics options
• Enterprise-ready solution for large advisors and service bureaus
  
• Powerful plug-in framework for extensive customization and access to third party plug-ins