FinFolio

• Download files daily (M-F excluding stock market holidays) file downloads from financial custodians using websites, FTP servers and various software • Must be able to start at 5AM ET each day • Complete the daily task list by 8AM ET with a hard deadline • Establish daily remote connections and controls for multiple Amazon AWS machines • Maintain and write new interfaces to custodians and other data systems • Update and maintain SQL, C# and PowerShell scripts and other tools to automate downloads • Reconcile accounts and analyze data problems • Communicate with clients about reconciliation problems

• Discuss investments and software functionality with wealth manager clients • Provide technical support by resolving issues and questions by phone and email • Give webinars and 1-on-1 training to clients • Implement new clients by converting data from their old software • Assist in testing products with new software releases • Help troubleshoot software bugs and work with development team to make fixes • Build processes and procedures to help new team members • Write and maintain documentation and articles about software functionality