Articles & Publications​

[FinFolio is] hiring top sales talent

Nov, 2011 - Both companies see plenty of ready buyers for next-gen portfolio management systems. In a sign of increasing momentum – not to mention competition — among emerging providers of portfolio management systems, FinFolio is hiring its first national sales director... (more)

[FinFolio] is rewarding loyal Techfi customers as beta period ends

May, 2010 - Matt Abar is rewarding his most diehard followers, those who stuck with him and his software through a start-up, a merger, an orphaning and now another start-up. The conversion to FinFolio Workstation 2010 will be free for current Techfi users... (more)

New portfolio management software available for advisers, money managers

May, 2010 - Today marks the debut of FinFolio Workstation 2010, the first entirely new [portfolio management] software for investment advisers launched in nearly a decade... (more)

FinFolio sizzles at the T3 conference

February, 2010 - Nevin Freeman and I arrived late this afternoon at the Technology Tools for Today conference in time for the last break-out session of the day. We chose to ease into the action by attending a breakout session presented by Matt Abar of Finfolio... (more)

The executive Advent bought is back with a vengeance

December, 2009 - "The executive Advent (ADVS) bought and buried is back with a vengeance. Matt Abar's second act looks formidable, say beta clients and industry experts..." (more)

Challenging PortfolioCenter and Axys Dominance

December, 2009 - Financial Advisor Magazine includes FinFolio in an article discussing portfolio management options for investment advisors. The article says "a few apps have risen up to challenge Schwab PortfolioCenter and Advent (ADVS) Axys dominance". (more)

Unprecedented flexibility and power, with an intuitive interface

November, 2009 - Nevin Freeman at RiaBiz.com does a technical review of FinFolio Workstation. He was "very impressed" and thinks we "may rock the boat with [FinFolio]." (more)

A Look at FinFolio

August, 2009 - Chip Kispert, CEO of Beacon Strategies, is a consultant specializing in portfolio management technology. He takes a first look at FinFolio Workstation Beta1 and calls it "impressive". (more)

Breaking Gridlock?

February, 2009 - Financial Advisor Magazine revisits FinFolio after a year and previews our alpha release. The article goes into depth about FinFolio's functionality and where they expect us to exceed the competition. (more)

FinFolio - A Preview

February, 2009 - Virtual Office News takes a look at pre-beta FinFolio. This thorough and extremely positive review walks through the software, talks about some of the major FinFolio features, and shows off some screen shots and sample reports. (subscription required)

Unfinished Business

February, 2008 - Financial Advisor Magazine talks about the birth of a new portfolio management company. The article discusses the final days of Techfi before and after the Advent sale and paints a hopeful picture of a FinFolio future. (more)