FinFolio has recently release v2.27 of our portfolio management and reporting system. Let's take a look at some of the new powerful features!
Send Email directly from a folio
FinFolio has the ability to send email directly from a folio to the client’s email address. It allows for quick notes to be sent without having to move to another email application.
More than one recipient can be added to the list, in addition to the client.
The email subject line and body can contain va
