By Matt Abar on 2/20/2009 3:17 PM

FinFolio will be attending the Virtual Office Tech Tools conference next week in Texas. If you've been reading the blog and/or are planning on being a beta, please drop by the booth and say hello.

We're doing an in-depth demo of FinFolio Workstation after the last panel on Friday (around 6:30).  And I'm on the Portfolio Management Software I panel, along with reps from Morningstar, Portfolio Director, Open Finance Network and Arcorns.

• Portfolio Management Software I Panel - Friday,  9:10am - 10:25am
• FinFolio Demo - Friday, 6:30pm - 7:30pm in the Spectrum Room

I hope to see you there!

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By Matt Abar on 2/11/2009 8:56 AM

Techfi support had some deeply ingrained bad habits, and we never got to the point where service was one of our strengths. For the first few years, we didn't have systems in place to track our support calls and didn't have any way of knowing if we were doing a good job. About two years in, our press took on a negative quality, where any article about Techfi had comments about our horrible support.

The bad press was a wakeup call for me and, I like to think that it launched a turnaround. Over the next year we installed a CRM system, started doing client surveys on support quality, added numerous quality control checks to our service bureau, created a professional services department, and much more. We never got to the point where service was a strength but we did improve.

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By Matt Abar on 2/10/2009 4:45 PM

I've spent the last week getting our marketing material ready. There are now several new pages under the Software menu that describe the FinFolio Workstation product. Not all of the features listed there will be in the upcoming beta, but we do expect them to all to be in the final release.

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By Matt Abar on 2/4/2009 11:34 AM

I've taken a couple days off from coding and I've been working on various marketing items. We're preparing for our first trade show and beta releases, which means we need a trade show booth, brochure, and updated web site. We don't expect to have any marketing/sales types around for quite some time, so it mostly falls on me.

Designing our brochure got me thinking about Techfi. The first thing I did at Techfi was to write a brochure for our first product, Portfolio 2000. Weeks before I wrote a single line of code, I had a brochure that I was showing to various people, getting feedback about the imaginary product.

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By Matt Abar on 2/3/2009 9:26 AM

I posted our Alpha 2 release to the site yesterday. It's a big improvement over our Alpha 1 back in December. And a minor improvement over the last Alpha 1f build.

New major features since the original Alpha include:

• Search
• Several new interfaces (FinFolio XML Generic Spec, Schwab, Pershing, DST, TD Ameritrade)
• Several new reports
• Graphs
• Rebalancing (with the TradeWarrior plugin)

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