By Matt Abar on
3/27/2008 12:42 PM
We are moving our office tomorrow. Our new address will be:
11592 Bell Cross Circle
Parker, CO 80138
No big deal, just another temporary office. We won't be someplace permanent until year-end when we break out of development mode.
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By Matt Abar on
3/12/2008 1:22 PM
The Financial Advisor Magazine article that was written about FinFolio implied that we have a $500M minimum AUM (assets under management) requirement. That's not true, and I explained it poorly to Andy, which is how it got into the article.
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By Matt Abar on
3/5/2008 1:33 PM
If you've been reading the blog, you know that our plan is to build our user interface in Silverlight 2.0. I haven't talked much about it, because it represents a big risk. Numerous things have to fall into place before we can commit to doing a significant portion of our development in an unreleased Microsoft product.
Our requirements:
- We need a solid Silverlight 2.0 beta by May.
- It needs to deliver a truly next-gen UI experience.
- We need some good reference apps to use as a starting point for our UI design.
- We need third party component developers to be writing Silverlight plugins.
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By Matt Abar on
2/28/2008 11:54 AM
We just hit our first two milestones. Two major pieces of the framework are complete, our data persistence layer, and the plugin structure. We finished them a week ago but I wanted to be sure before posting it on the blog.
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By Matt Abar on
2/15/2008 2:10 PM
I just launched the FinFolio forums. These are for beta testers and people in our advisory group to exchange ideas and help to shape our software development. If you are interested in being a beta tester and gaining access to the forums, please contact me here.
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By Matt Abar on
2/8/2008 1:00 AM
We gave some serious thought to building a Java app. If you were to freeze the technology platforms as of today, there would be no question that we would go with a Java/open source development strategy. Java has some key pieces of technology that are difficult to replicate on a Microsoft platform. Java really is the best platform right now for large scale web development. The Hibernate object layer is powerful and I like the various Ajax framework options better. Java is the safe choice.
But we're making a technology decision that will shape our company for decades. So we're looking as much at upcoming features and technologies as we are at current capabilities. And this is where Microsoft starts to shine.
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By Matt Abar on
2/4/2008 10:44 AM
Andy Gluck at Financial Advisor Magazine wrote a nice article about FinFolio. It also discusses the last year of Techfi, through the Advent acquisition, which I talk about in more detail on WealthFly.
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By Matt Abar on
1/23/2008 3:12 PM
We're still in the first few weeks of company launch but I'm throwing out a tentative roadmap for the year. At this point, everything is geared around building and shipping a high-end portfolio management system. I'm not in a hurry, like I was throughout most of Techfi's existence. The emphasis now is more on getting things right the first time and building a fast, stable, and scalable framework for future development.
In fact for the first six months, we're going to be working almost excusively on the portfolio management engine. We're making sure the core accounting engine, performance calculations, and general data management are completely rock solid before moving on to screens and reports.
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By Matt Abar on
1/15/2008 11:33 AM
I want to start the blog off with some background and discuss my motivations for building another portfolio management system. My name is Matt Abar and I was the original founder of Techfi. Techfi made a portfolio management suite that included desktop software (Portfolio 2000) and an Internet service bureau (Advisormart.com). Morningstar and First Trust/FISERV were investors in Techfi and in 2002, we sold it to Advent Software.
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