FinFolio Adds HCO Private Wealth as Portfolio Management Software Platform Client
Summary
DENVER, CO. & ROANOKE, VA, April 28, 2017 /24-7PressRelease/ -- FinFolio announced today that it has successfully rolled out HCO Private Wealth as a new client. Bruce Harrison, Managing Partner at HCO Private Wealth comments "We wanted the flexibility to trade multi-tiered strategies in real time, utilizing FIX connectivity. FinFolio also provides an on-premise license model for customers that prefer to manage portfolios using their own team and keep their data behind the corporate firewall. FinFolio has embraced an expanded definition of portfolio management which includes a REST API, trading, rebalancing, billing, reporting, client data distribution and all other elements of a financial advisors back office. Our unique approach automates and streamlines our clients financial picture to ensure that investment, planning, tax, asset protection and advanced strategies are beautifully crafted and executed through a network of leading outside attorneys, money managers, CPAs, trust companies, and subject matter experts from around the country.
Classifications
AskAI Classifications
LabelsLinked Companies
