By Matt Abar on 6/22/2009 9:41 AM

On Friday, we posted an update to the FinFolio beta. We are planning on doing weekly updates during the Beta period as we make changes and fixes. This is primarily because we need to do regular custodial interface updates now that we're getting good feedback from the beta sites.

This last update included the developer example project, which is a Visual Studio 2008 project that can be compiled as a FinFolio add-in...

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By Matt Abar on 6/19/2009 7:52 AM

One of the benefits of building software from scratch is that you can eliminate limitations of existing systems. Sometimes this comes from better design, but often the new functionality comes at a cost, either in slower software speed or more complicated code maintenance. With Techfi, a good example of this was having current values and other calculations available in the software without having to run reports. In order to do this, we moved some of the business logic into the database, which made our imports take longer* than other systems.

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By Matt Abar on 6/8/2009 5:52 PM

We just released Beta1. Woo hoo!

I'm reasonably happy with the state of the product. The beta is as clean as we can make it without having any live installations; our bug lists are clean and we only have a small handful of known issues. Mike and I feel that the product is about where Techfi was in its last year in terms of release quality. We're a bit late but we haven't compromised on any of the features or promises we've made over the last year. I think we're well on our way to delivering a next generation portfolio management system.

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