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Bruce Harrison, Managing Partner at HCO Private Wealth comments "We wanted the flexibility to trade multi-tiered strategies in real time, utilizing FIX connectivity
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.
FinFolio's outsourced investment management platform offers FIX connectivity and algorithmic real time trading of portfolios including sleeve level strategy management . FinFolio has been deployed to HCO Private Wealth and is now in general use at the firm.
Bruce Harrison, Managing Partner at HCO Private Wealth comments "We wanted the flexibility to trade multi-tiered strategies in real time, utilizing FIX connectivity. We also wanted a technology vendor that could help us transition to a dynamic digital performance reporting system while also providing an architecture that could support our vision of a digital platform that augments our ability to provide sophisticated financial and investment solutions to our clients."
Matt Abar, FinFolio's CEO adds, "We are pleased to add HCO Private Wealth as a new client. Our outsourcing service offering has allowed us to provide a total portfolio management platform to a much larger range of firms. FinFolio is a great solution for mid to large investment advisors, allowing them to combine core functional aspects (trading, reporting, billing and client portal) within a single platform from a single vendor with substantive cost savings."
HCO Private Wealth utilizes FinFolio's outsourced solution which allows FinFolio to manage the database and data reconciliation in the cloud. 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 develops and supports an extensible investment management software platform for financial professionals. 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 advisor's back office. FinFolio's clients include investment advisors, financial planners and other wealth managers. For more information about FinFolio visit www.FinFolio.com
About HCO Private Wealth
HCO Private Wealth is a boutique wealth manager that functions as a virtual multi-family office for high net worth and high-income families. Our unique approach automates and streamlines our client's 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. Contact HCO Private Wealth at http://www.HCOWealth.com.
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