Brent Pasqua, President of RPA Wealth Management states “we are very excited to have the added capability of emailing reports to our clients using FinFolio’s Portfolio Management Software. The functionality saves us time each quarter"
Denver, CO. (PRWEB) January 09, 2015
FinFolio adds new Outlook integration to its Report Wizard, making it easy to compile and send reports electronically. In addition to running client reports and saving them as a Word, PDF, and CSV or directly into SharePoint, FinFolio’s Client Portal technology, users may now send client reports and packages directly to Outlook via an encrypted password protected PDF attachment.
Matt Abar, President and CEO of FinFolio states ““A tighter integration with Microsoft™ Outlook® lets us leverage the power of the most popular email and contact management system. You can easily communicate en masse with your clients, or send marketing emails to a list of prospects.”
Brent Pasqua, President and Chief Compliance Officer of RPA Wealth Management states “we are very excited to have the added capability of emailing reports to our clients using FinFolio’s Portfolio Management Software. The functionality saves us time each quarter, and diminishes our need to use resources for the printing, collating and mailing of quarterly performance reports.”
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 http://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 RPA WEALTH MANAGEMENT
RPA Wealth Management is a financial planning, investment management and wealth advisory firm. The firm’s advisors utilize the latest’s industry technology to better help clients plan for before and after retirement. RPA Wealth Management serves working professionals and retired professionals in Southern California. http://www.RPAWealth.com.