DENVER and ST. PAUL, Minn., May 13, 2016 /PRNewswire/ -- Today FinFolio announced that it has been selected as the portfolio management software provider for Heritage Wealth Architects, LLC., a leading investment advisory firm. FinFolio is investment management software designed to download, report and trade on portfolio management data for large investment advisory practices. FinFolio has been deployed to Heritage's main office and is now in general use at the firm.
James Knapp, CEO of HWA states, "We have tried other portfolio management software systems, and we believed FinFolio and their reporting framework offered us the best reporting value in the marketplace. The fact that all aspects of the process - billing, trading/rebalancing, reporting and outsourcing of imports and reconciliation - all come from one vendor was a major aspect in our decision."
Matt Abar, FinFolio's CEO, adds, "We are pleased to add Heritage Wealth Architects, LLC as a client. Our new portfolio management outsourcing service has allowed us to provide portfolio reporting to a much larger range of firms. FinFolio is a great solution for large investment advisors, allowing them to combine several functional solutions onto a single platform, usually with substantial cost savings."
Heritage utilizes FinFolio's outsourced solution which allows FinFolio to manage the database and data reconciliation in the cloud. FinFolio also provides an on-premise license model for customers that prefer to manage portfolios using their own team and keep their data behind the corporate firewall.
FinFolio develops and supports investment management software for financial professionals. FinFolio has embraced an expanded definition of portfolio management which includes rebalancing, billing, client data distribution and all other elements of a financial advisor back office. FinFolio's clients include investment advisors, financial planners and other wealth managers. For more information about FinFolio, visit www.FinFolio.com.
About Heritage Wealth Architects
Heritage Wealth Architects LLC., a fee-based registered investment advisor, with offices in St Paul, MN, is a full service RIA offering asset management and financial planning services. Heritage Wealth Architects takes the hassle and stress out of managing their clients' ﬁnancial well-being. Their team-based approach to managing your portfolio provides the beneﬁt of many years of collective experience and reinforces our commitment to the tenets of strength, integrity and flexibility. For more information about Heritage Wealth Architects, contact info@HeritageWealthArchitects.com.
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SOURCE FinFolio, Inc.