DENVER and VIRGINIA BEACH, Va., Oct. 20, 2015 /PRNewswire/ -- "We are pleased to add Financial Security Advisory Group to our growing client roster," said Matthew Abar, FinFolio's CEO. "Our recent growth in clients shows the expanding demand for portfolio management software with modern reports and integrated trading tools." FinFolio Workstation is a comprehensive portfolio management software package with powerful administrative tools for managing large databases. FinFolio offers an industry leading reporting framework allowing users to modify or create custom reports on the fly. FinFolio can be hosted by clients behind their fire wall or outsourced by FinFolio.
John Orlando, CEO of FSG states, "we have tried several 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 client portal all come from one vendor was a major aspect in our decision."
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 and wealth institutions with assets ranging from $50 million to $100 billion. The firm empowers hundreds of advisors, managing over $100 billion in assets for more than 100,000 accounts. 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 large asset management firms.
Financial Security Advisory Group, Inc. a registered investment advisor, with offices in Virginia, North Carolina and Connecticut, is a full service RIA offering asset management and financial planning services.
For more information about Financial Security Advisory Group, visit www.GOFSG.com
SOURCE FinFolio Inc.