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.
Maybe we shouldn't be talking to the press when we've barely started to write code, but I'm serious about wanting to work with advisors as we build the software. This was as an easy way to poke our heads up and see who may be interested in working with us.
To anybody finding us from the article, understand that we're a year off from having a product. We're looking for a core group of advisors who understand the problems with current portfolio management systems. If you're interested, contact us here.
