FinFolio Announces the Addition of a New $700MM RIA to its Growing List of Clients
DENVER and MISSION VIEJO, Calif. and IRVINE, Calif., Dec. 4, 2015 /PRNewswire/ -- FinFolio, a leading portfolio management solution provider is pleased to announce the roll out of Financial Management Network, Inc.
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Matt Abar, FinFolio's CEO states, "We are pleased to add Financial Management Network, Inc. to our growing list of clients. FMN's presented us with a large database derived from one of the older vendors in our marketplace. FinFolio's conversion process was up to the task."
Jeffrey Merwin, Vice President of Financial Management Network states, "We had been on another portfolio management software system for over 30 years and believed it was time to take advantage of new technologies available in the marketplace. FinFolio was one of the few that seemed capable and willing to convert our data in a timely fashion. Couple this with FinFolio's reporting framework and automated billing processes, we felt they offered an excellent value proposition. The fact that all aspects of the process: billing, trading/rebalancing, and reporting all come from one vendor was a major aspect in our decision."
About 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 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.
About Financial Management Network Inc.
Established in 1991, Financial Management Network, Inc. ("FMN") is an independent, comprehensive financial advisory firm dedicated to providing superior service and quality financial advice to clients. With 3 offices nationwide and a deep staff, FMN is capable to handle the simple to the most complex financial plans. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
For more information about Financial Management Network, Inc. visit www.FMNCC.com
Contact: Doug Moses, SVP FinFolio, Inc.
720-370-3209
SOURCE FinFolio Inc.
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