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FinFolio’s Portfolio Management Software adds Windows™ PowerShell integration

Submitted by Technology Tools for Today on December 2nd, 2014


FinFolio’s Portfolio Management Software adds Windows™ PowerShell integration that will allow IT professionals and power users to automate and streamline the import processes

Using Windows™ PowerShell’s open framework in conjunction with FinFolio’s WorkStation software, administrators and operations teams can easily schedule and automate a firm’s entire custodial data file import process. PowerShell’s command console allows users the option of importing data files into FinFolio’s database to the specific status desired, posted or pending.

Matt Abar, President and CEO of FinFolio states “PowerShell is the automation tool for all Microsoft™ servers. By integrating into an existing framework, we have made it easy for network administrators to use their existing training to automate FinFolio.”

Sonia Rosenbaum, Managing Director of Newgate Capital Management LLC in Greenwich, CT stated “we have found FinFolio’s team to be responsive to our feature requests, enabling improved effectiveness of our portfolio management processes. We are looking forward to the development of even greater capabilities in the near future, including the use of PowerShell integration for automation.”

About FINFOLIO
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 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 Newgate Capital Management LLC
Newgate Capital Management LLC is a privately held global investment advisor located in Greenwich, Connecticut. The firm provides investment management services to private, corporate and public funds, educational and charitable institutions, and private clients. Newgate was established in 1982 as a research boutique focusing on top-down, quantitatively based strategies. Learn more at www.NewgateCapital.com.

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