Tillerman Securities, Ltd. Goes Live on FinFolio's Multi-currency Portfolio Management Platform

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Off-shore Broker/Dealer utilizes multi-currency, trading/rebalancing, portfolio management and client reporting functionalities.

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FinFolio, Inc. a leading innovator in the portfolio management software industry today announced that Tillerman Securities, Ltd. is live on FinFolio's WorkStation wealth management solution. FinFolio’s WorkStation offers portfolio management, trading, billing and client reporting. Tillerman Securities selected FinFolio to improve portfolio management efficiencies utilizing FinFolio’s WorkStation software. Tillerman Securities expects to increase their operating efficiencies and therefore increase their return on operational investment, plus enable new investment solutions through continued development of web enabled resources.

Tillerman conducted a thorough market evaluation, and we are pleased to have been selected as their portfolio management software solution. Christian Saunders, CEO for Tillerman, said, “We selected FinFolio for two reasons: first, the functionality and usability in the current WorkStation product was simply the best solution for our requirements; second, and perhaps more importantly, the firm’s commitment to customer satisfaction, rapid development, and an open and extensible architecture gave us confidence that any future requirements would be addressed.” Doug Moses, Director of Sales, for FinFolio, said, “We see Tillerman as a progressive innovator in their market place and consider ourselves to be an excellent fit for their requirements. Tillerman utilizes multiple (Prime Broker) data interfaces allowing our reconciliation engine “Errors and Alerts” to really show what it is capable of. Coupled with a multi-currency environment, FinFolio WorkStation demonstrated itself to clearly be a cut above the competition. A smooth conversion process, together with significant custom enhancements allowed FinFolio to demonstrate a high level of innovation and client satisfaction.”


FinFolio develops and supports portfolio management software for financial professionals. Their clients include investment advisors, financial planners and wealth institutions with assets ranging from $50 million to $100 billion. Today, the firm empowers hundreds of advisors managing over $100 billion in assets for more than 100,000 accounts. For more information about FinFolio, visit http://www.FinFolio.com


FinFolio Workstation is a comprehensive portfolio management software package. It is user friendly, intuitive and incorporates powerful administrative tools for managing large databases utilizing a unique error tracking system for identifying custodial data errors. FinFolio Workstation offers an industry leading reporting framework allowing users to create custom reports on the fly. FinFolio WorkStation may be hosted by clients or in the cloud by a third party outsource provider.

About Tillerman Securities, Ltd.

Tillerman Securities Ltd. is a licensed Broker-Dealer, headquartered in Nassau, Bahamas. They are regulated by The Securities Commission of The Bahamas. The Commission is a member of the International Organization of Securities Commissions (IOSCO) and the Council of Securities Regulators (COSRA). Tillerman puts great emphasis on delivering a comprehensive and efficient product through maximized technology utilization and sound professional practices. These principles make The Bahamas the clear choice to headquarter our operations. The Bahamas operates its Securities Industry via a modern & progressive Regulatory Regime. The Jurisdiction is favorably recognized by all major international participants as a leading financial services center. Over 90% of the World’s Securities Markets are directly accessible to clients of Tillerman Securities. While the World’s largest Securities firms struggle to provide private and personal access to vast global markets, Tillerman Securities delivers.    For more information about Tillerman Securities, Ltd. go to http://www.TillermanSecurities.com

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Douglas Moses
720-206-0660 Ext: 505
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