Today FinFolio announced that it has been selected as the portfolio management software provider for Albitz/Miloe & Associates, Inc. a California based Registered Investment Advisory firm.
DENVER, CO, August 22, 2017 /24-7PressRelease/ — FinFolio is investment management software designed to download, report and trade on portfolio management data for investment advisory practices. FinFolio has been deployed to Albitz Miloe’s platform and is now in general use at the firm.
Clete Albitz, principal and certified financial planner of Albitz/Miloe states, “Working with Finfolio, we like to have full control over our database, the ability to customize reports was important to us. FinFolio’s reporting engine was a big plus as it allow us to craft our client reports in the manner that we wish to tell our story. The fact that all aspects of the process, billing, trading/rebalancing and reporting all come from one vendor was a major aspect in our decision.”
Matt Abar, FinFolio’s CEO adds, “We are pleased to add Albitz/Miloe and Associates as a client. Our multiple deployment options allow FinFolio to provide portfolio management services tailored to specific client requirements. FinFolio is a great solution for registered investment advisors, allowing them to combine several functional solutions onto a single platform, usually with substantial cost savings.”
Albitz/Miloe utilizes FinFolio’s licensed solution which allows an on-premise license model for advisors that prefer to manage portfolios using their own team and keep their data behind the corporate firewall. FinFolio also provides an outsourced solution that allows FinFolio to manage the database and data reconciliation in the cloud.
FinFolio develops and supports investment management software platforms for financial professionals. FinFolio has embraced an expanded definition of portfolio management which includes rebalancing, billing, client data distribution and all other elements of a financial advisor back office. FinFolio’s clients include investment advisors, financial planners and other wealth managers. For more information about FinFolio visit www.FinFolio.com
About Albitz/Miloe & Associates, Inc.
Albitz/Miloe & Associates, Inc. has been a trusted financial advisor in Southern California for over 35 years. In 1981, Phil Albitz and Chris Miloe partnered and began advising clients in financial and investment matters. Today our firm consists of six financial advisers and five key support personnel all working together as a team for our clients’ benefit. The approach at Albitz/Miloe & Associates, Inc. stems from our belief in seven key investment philosophies. We have seen the mistakes individual investors sometimes make; typically acting on emotions. We prefer to face these situations with a sense of calm, balance, and non-emotional bias. These philosophies have been learned over time and guide us during good times and bad. For more information, please visit www.AlbitzMiloe.com
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