PortFini

Product Details

Financial advisors need robust tools that are efficient and easy to use. That’s why we developed a web-based, cloud-hosted, fixed income 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 communicating with existing clients as well as marketing proposals to gather assets from new clients.