LOGe Solutions LLC Goes Live on FinFolio WorkStation

Share Article

LOGe Solutions LLC goes live on FinFolio WorkStation Platform utilizing FinFolio’s network of Strategic Partners: Baysys Technology & Total Rebalance Expert.

FinFolio, Inc. a leading innovator in the portfolio management software industry today announced that LOGe Solutions LLC is live on FinFolio's WorkStation wealth management solution. FinFolio’s WorkStation offers portfolio management, trading, billing and client reporting. LOGe Solutions selected FinFolio to improve portfolio management efficiencies utilizing FinFolio’s WorkStation software coupled with their outsourcing partner BaySys Technology, as well as Total Rebalance Expert for their rebalancing requirements. LOGe Solutions expects to increase their operating efficiencies and therefore increase their return on operational investment, plus enable new investment solutions through the combined product offering.

LOGe Solutions offers risk management solutions for individual and institutional investors on both a direct basis, and through subadvisory relationships with other investment advisors. LOGe Solutions’ core Risk Rebalanced® Strategy aims to reduce volatility, minimize exposure to major draw downs, and generate an asset-based income stream through option overlays. Their approach can help resolve some of the cognitive biases in an investor's assessment of risk and return, and provide new tools for total portfolio management, including utilizing options for systematic rebalancing and tax-efficient tactical allocation. LOGe Solutions conducted a thorough market evaluation, and we are pleased to have been selected as their portfolio management software solution.

Neville McCaghren, CEO and Portfolio Manager for LOGe, 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 team’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 LOGe as a progressive innovator in their market place and consider ourselves to be an excellent fit for their requirements. A smooth conversion process, coupled 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 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 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.


LOGe Solutions LLC is an SEC registered investment advisor formed in 2007 to offer investors straight-forward solutions to address the risks of volatility, draw down, single-stock concentration, and portfolio imbalance, without sacrificing transparency, liquidity, asset security, or traditional fees. LOGe offers its flagship Risk Rebalanced® Strategies across six different asset classes as stand-alone products, and as part of a total portfolio allocation for other investment advisors. For more information about LOGe and its Risk Rebalanced® Strategies, email info(at)log-e(dot)com.

ABOUT Total Rebalance Expert

Founded in 2008, TRX is the industry's leading independent, portfolio rebalancing software platform. TRX provides financial professionals with a tax efficient and robust online software solution that provides advanced functionality to streamline the rebalancing process. Designed by an industry leading CPA advisor, TRX automates the complexities involved in rebalancing portfolios, enabling advisors to save time, eliminate errors and free them up to grow their firms and better serve their clients. TRX is headquartered in San Diego, CA with an office in Kansas City, MO. http://www.TRXpert.com

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. http://www.BaySysTech.com

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Douglas Moses
720-206-0660 505
Email >
Follow us on
Visit website