FinFolio, Inc., a Leading Provider of Portfolio Management Software & BaySys Technology, an Outsourced Service Provider, Enter into Strategic Partnership

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FinFolio, a portfolio management software provider, enters into a strategic partnership with BaySys Technology, an outsourcing service provider, to bring a complete fully outsourced portfolio management solution to the RIA and Asset Management market.

Portfolio Management Software and Outsourced Service Solution Will Benefit Mutual RIA Clients

FinFolio, a leading provider of portfolio management and reporting software, today announced it has entered into a strategic partnership agreement with BaySys Technology. The partnership between the two technology companies will benefit shared clients by enabling FinFolio users the option of outsourcing the processes of custodial data import, reconciliation and other downstream operational tasks.

Doug Moses, Senior Vice President of Sales and Marketing stated “At FinFolio, we strive to be the best portfolio management software in the marketplace. Attention to our client’s needs and the subsequent response to those requests, will be the differentiator,” stated Moses. “Partnering with BaySysTech is an example of our listening to the marketplace and providing our clients versatile and practical deployment options. The BaySysTech partnership offers our clients and prospects the benefit of an experienced team of operationally focused professionals. Advisors and asset management firms can now take full advantage of the FinFolio platform without having to invest in operationally oriented resources.”

“BaySysTech is extremely excited to work with FinFolio – their system was designed with many reconciliation and data management features that will enable us to provide accurate and reconciled data to their clients”, says Larry Baker, Principal of BaySys Technology. “Partnering with FinFolio will also enable us to potentially migrate our existing clients on older systems to a new, state-of-the-art Portfolio Management System”

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.

FinFolio develops and supports portfolio management software for financial professionals. Their clients include investment advisors, financial planners and wealth institutions with assets ranging from under $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

About BaySys Technology
BaySys Technology specializes in streamlining your firm's portfolio management, reporting and billing processes by providing outsourcing, custom development services and applications designed to maximize efficiency and eliminate unnecessary or redundant activities. With our diverse experience and knowledge, we are able to provide more than just back office outsourcing. We can recommend new solutions and processes to assist your firm so that you can fully leverage your investment in systems, technology and personnel. For more information about BaySys Technology visit

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Douglas Moses
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