Carolie Smith

For more than 14 years I have worked with FTLabs, specifically with their Portfini Portfolio Management System. Portfini’s management, programmers and staff offer a high level of professionalism and fixed-income expertise. Their attention to details, quick response to questions, and willingness to offer ‘user-friendly’ bond reports are unparalleled. Working with Portfini has been a pleasure and I respect their ability to adjust quickly to current fixed-income client needs. FTLabs collection of accurate and interactive reports has greatly enhanced my business with advisory accounts and fixed-income professionals.