Financial advisors need robust tools that are efficient and easy to use. That’s why some of the nation’s most successful securities dealers, investment counselors, and advisory firms use the PortFini portfolio presentation generator when selling to existing clients or gathering assets from new clients. PortFini makes it so easy to demonstrate how an advisor can enhance a client’s portfolio using a single consolidated view of all of their holdings.

The process is easy...

  • Capture: your prospects’ contact information, tax profile, current holdings, and investment goals to model their current portfolio.
  • Identify: new purchases or sale of existing holdings to the portfolio to meet the investment goals of the prospect.
  • Generate: a complete portfolio presentation proposal in minutes as a printable PDF or packaged for delivery by email.
  • Close: the sale by using your knowledge and experience to highlight key data in the presentation charts and graphs. is Feature Rich.

PortFini’s reports and analytics are easily understood and easily explained. And, the system supports a broad range of securities including municipal bonds, corporate bonds, treasury bonds, government agency securities, certificates of deposit, preferred securities, and more. PortFini is loaded with features for generating sophisticated sales presentations. Display to a client the basic cash flows of their portfolio - including interest payments and return of principal. Generate a summary breakdown by maturity,credit quality, security type, and monthly income. Or, show your client an annual income report by month, or an check a month report. PortFini allows easy management of multiple portfolios for multiple clients. Existing portfolios can be copied and modified to show ‘what-if’ scenarios or to propose changes to a client. New portfolios can be created from a client’s existing accounts to show a consolidated view of their holdings. PortFini gives advisors the tools they need to build stronger client relationships, gather more assets, retain clients, and grow their business.

Low Cost of Ownership.

PortFini is a cloud-hosted, web-based, portfolio modelling and presentation application for financial advisors. PortFini hosts everything so there is no need to purchase or manage any new hardware or software in order to use it. It imposes no limits to the number of advisors that can be supported or the number of clients and portfolios supported for each advisor. Because it is designed to handle the volume required by large enterprises, PortFini can scale as your business grows. Since PortFini is accessed through a standard web-browser, an advisor can be up and running quickly. PortFini’s fast proposal generation allows advisors to gather more assets. And, because it is easy to learn and use, it will allow your firm to attract and retain top producers.
Contact us today to get started using PortFini for your portfolio presentations!