A free white paper by Financial Technology Laboratories, Inc.
Financial advisors need robust tools that are efficient and easy to use. That’s why we developed a web-based, cloud-hosted, portfolio modeling and presentation system specifically for them. PortFini makes it so easy for an advisor to model a client’s portfolio holdings in a single consolidated view and illustrate the effect of proposed enhancements. Some of the nation’s most successful advisors use PortFini in selling and communication with existing clients as well as marketing proposals to gather assets from new clients.
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