FinFolio reports look more like brochures than portfolio management reports. FinFolio has a large library of client reports, including performance, fixed income, options, multi-currency and management reports. The reports are attractive and use full-page graphics. Your clients will definitely notice when you upgrade to FinFolio and you'll receive compliments on your new "professionally designed" reports.

You can build report packages that have cover pages, a table of contents, and a variety of different report sections. Report packages print with their pages automatically sorted, collated, and numbered and different report pages can use different grouping and data ranges. Select from several supplied graphics packages to turn bland reports into vibrant presentations.

Many reports have "callout" sections where you can write personal messages to clients, or discuss specific elements of a client's portfolio. You can choose which graphs will display on any given report, and build entirely new reports made of nothing but graphs. You can also include Adobe Acrobat or Word documents as client report sections.

Our reports are built in Microsoft Visual Studio and a programmer can create entirely new reports from scratch to your specifications. Or you can look at the source code of our client reporting library and modify the stock reports. Our professional services group can build custom graphics packages or create entirely new reports for you.