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Last updated on April 20, 2014 at 14:04 EDT

Tactical Fund Manager Goes Live on FinFolio WorkStation Platform

September 18, 2013

Tactical fund manager Lyons Wealth Management sought out a multi-custodian enabled portfolio management solution that had flexibility in order to incorporate their multi-faceted business model of providing asset management services to both the advisor and individual investor communities.

Denver, CO. & Winter Park, FL (PRWEB) September 18, 2013

FinFolio, Inc. a leading innovator in the portfolio management software industry today announced that Lyons Wealth Management LLC is live on FinFolio's WorkStation wealth management solution. Lyons Wealth will use FinFolio WorkStation for portfolio management, trading and rebalancing, billing and client reporting. Lyons Wealth selected FinFolio to improve portfolio management efficiencies, utilizing FinFolio’s WorkStation software, with the goal of increasing operating efficiencies and return on operational investment.

Lyons Wealth manages several strategies, including mutual fund Catalyst/Lyons Tactical Allocation Fund (MUTF: CLTAX), separate-managed account program Lyons Tactical Allocation Portfolio, and equity overlay program Concentrated Position Overlay, all of which are available to financial advisors and individual investors. After thorough market evaluation, Lyons Wealth was pleased to select FinFolio as their portfolio management software solution. Alan Stevens, Managing Director of Portfolio Management, at Lyons Wealth said, “We selected FinFolio for two reasons: first, the functionality and usability in the current WorkStation product was simply the best solution for our requirements; second, and perhaps more importantly, the team’s commitment to customer satisfaction, rapid development, and an open and extensible architecture gave us confidence that any future requirements would be addressed.” Doug Moses, Director of Sales, for FinFolio, said “We see Lyons Wealth as a progressive innovator in their use of multiple investment strategies in their market place and consider ourselves to be an excellent fit for their requirements. A smooth conversion process, coupled with significant custom enhancements allowed FinFolio to demonstrate a high level of innovation and client satisfaction.”

ABOUT FinFolio

FinFolio develops and supports portfolio management software for financial professionals. Their clients include investment advisors, financial planners and wealth institutions with assets ranging from under $50 million to $100 billion. Today, the firm empowers hundreds of advisors managing over $100 billion in assets for more than 100,000 accounts. For more information about FinFolio, visit http://www.FinFolio.com

ABOUT FinFolio WorkStation

FinFolio Workstation is a comprehensive portfolio management software package. It is user friendly, intuitive and incorporates powerful administrative tools for managing large databases utilizing a unique error tracking system for identifying custodial data errors. FinFolio Workstation offers an industry leading reporting framework allowing users to create custom reports on the fly. FinFolio WorkStation may be hosted by clients or in the cloud by a third party outsource provider.

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About Lyons Wealth Management

Lyons Wealth Management, LLC is a registered investment advisor based in Winter Park, Florida that serves as an asset manager and sub-advisor to a broad range of clients and investment professionals. Their mission is to create investment solutions that help clients meet their long-term goals. Lyons Wealth takes great pride in complementing our investment programs with quality service and support.

Conventional buy-and-hold investment strategies can fail to keep pace with the rapid globalization of economies and financial markets. Lyons Wealth seeks innovative, forward-thinking investment strategies that address the needs of the evolving investment landscape. Accordingly, Lyons Wealth applies a proactive investment management philosophy to navigate diverse market conditions. http://www.LyonsWealth.com

Please consider the Fund's investment objectives, risks, and charges carefully before investing. This and other information about the Catalyst/Lyons Fund can be found in the Fund's current prospectus, which may be obtained by calling 1-866-447-4228. Please read the prospectus carefully before investing. The Catalyst/Lyons Funds are distributed by Northern Lights Distributors, LLC, member FINRA.

Of course, there is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.

For the original version on PRWeb visit: http://www.prweb.com/releases/2013/9/prweb11105862.htm


Source: prweb