DENVER, Nov. 18, 2015 /PRNewswire/ -- FinFolio, Inc., a leading provider of portfolio management software and services is announces the hiring of Shawn Inslee as Vice President of Operations. Matt Abar, CEO of FinFolio stated, "We are happy to add Shawn to our management team. Shawn's experience will prove to be invaluable."
Inslee's role at FinFolio will be to manage operations; which encompasses client service and new client onboarding. Abar adds, "Shawn's experience is going to add valuable leadership to our operations team. He has significant experience within our marketplace; having previously worked for FiServ, Techfi and most recently, twelve years at Advent. We are delighted to have him join the team at FinFolio."
FinFolio develops and supports portfolio 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 your financial back office. FinFolio's clients include investment advisors, financial planners, family offices, and asset management firms. For more information about FinFolio, visit www.FinFolio.com
About FINFOLIO WORKSTATION
FinFolio Workstation is a comprehensive portfolio management software package. It is user friendly, intuitive and incorporates powerful administrative tools for managing large databases. FinFolio WorkStation utilizes a unique error tracking system for identifying custodial data errors providing efficient processes yielding clean, error free data. FinFolio Workstation offers an industry leading reporting framework allowing users to modify or create custom reports on the fly. FinFolio WorkStation may be hosted by their clients, FinFolio or in by a third party cloud provider. FinFolio was built from the ground up to handle mission-critical business processes for asset management firms.
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SOURCE FinFolio, Inc.