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Balance Financial Launches Portfolio Reporting, Adds 2 Board Members

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Balance Financial, a software suite for financial professionals, launched a solution called Portfolio Reporting today.

The new solution serves as a one-stop-shop for financial advisors, family offices, and CPAs to track and review their clients’ financial holdings.

Below is a description from Balance’s website:

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In unrelated news, GeekWire shared that Stephan Roche (bio), CMO of Memory Lane, and and Will Kessinger (bio), co-founder of Vformation, have been added to Balance’s board of directors.

To learn more about Balance Financial, watch its FinovateFall 2011 demo.