--- title: Looking For a Few Good Advisors description: finfolio financial advisors investment portfolio management software --- [![FinFolio | Portfolio Management Software](https://www.finfolio.com/hs-fs/hubfs/finfolio-3a.png?width=145&name=finfolio-3a.png)](http://finfolio.com/) # FinFolio | Portfolio Management Software Blog ## Looking For a Few Good Advisors by [Matt Abar](https://www.finfolio.com/blog/author/matt-abar), on Feb 4, 2008 7:24:00 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. 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. - [Tweet](https://twitter.com/share) ### About FinFolio FinFolio makes portfolio management software for investment advisors. We have embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single portfolio management software suite. ### Subscribe to Email Updates ### Recent Posts ### Posts by Topic - [Development (22)](https://www.finfolio.com/blog/topic/development) - [Integration (6)](https://www.finfolio.com/blog/topic/integration) - [Product (6)](https://www.finfolio.com/blog/topic/product) - [Hiring (2)](https://www.finfolio.com/blog/topic/hiring) - [13F (1)](https://www.finfolio.com/blog/topic/13f) - [Automation (1)](https://www.finfolio.com/blog/topic/automation) - [XML (1)](https://www.finfolio.com/blog/topic/xml) [see all](https://www.finfolio.com/blog/looking-for-a-few-good-advisors#) ### Blog Archive - [April 2008 (3)](https://www.finfolio.com/blog/archive/2008/04) - [February 2008 (2)](https://www.finfolio.com/blog/archive/2008/02) - [June 2008 (2)](https://www.finfolio.com/blog/archive/2008/06) - [July 2008 (2)](https://www.finfolio.com/blog/archive/2008/07) - [September 2015 (2)](https://www.finfolio.com/blog/archive/2015/09) - [September 2017 (2)](https://www.finfolio.com/blog/archive/2017/09) - [January 2008 (1)](https://www.finfolio.com/blog/archive/2008/01) - [May 2008 (1)](https://www.finfolio.com/blog/archive/2008/05) - [July 2014 (1)](https://www.finfolio.com/blog/archive/2014/07) - [June 2015 (1)](https://www.finfolio.com/blog/archive/2015/06) - [August 2015 (1)](https://www.finfolio.com/blog/archive/2015/08) - [December 2015 (1)](https://www.finfolio.com/blog/archive/2015/12) - [January 2016 (1)](https://www.finfolio.com/blog/archive/2016/01) - [July 2016 (1)](https://www.finfolio.com/blog/archive/2016/07) - [February 2017 (1)](https://www.finfolio.com/blog/archive/2017/02) - [June 2017 (1)](https://www.finfolio.com/blog/archive/2017/06) - [July 2017 (1)](https://www.finfolio.com/blog/archive/2017/07) - [October 2017 (1)](https://www.finfolio.com/blog/archive/2017/10) - [July 2018 (1)](https://www.finfolio.com/blog/archive/2018/07) - [February 2019 (1)](https://www.finfolio.com/blog/archive/2019/02) - [March 2019 (1)](https://www.finfolio.com/blog/archive/2019/03) - [January 2021 (1)](https://www.finfolio.com/blog/archive/2021/01) - [February 2022 (1)](https://www.finfolio.com/blog/archive/2022/02) - [March 2022 (1)](https://www.finfolio.com/blog/archive/2022/03) - [April 2022 (1)](https://www.finfolio.com/blog/archive/2022/04) - [May 2022 (1)](https://www.finfolio.com/blog/archive/2022/05) - [August 2022 (1)](https://www.finfolio.com/blog/archive/2022/08) - [July 2023 (1)](https://www.finfolio.com/blog/archive/2023/07) - [September 2023 (1)](https://www.finfolio.com/blog/archive/2023/09) - [April 2024 (1)](https://www.finfolio.com/blog/archive/2024/04) [see all](https://www.finfolio.com/blog/looking-for-a-few-good-advisors#) Wealth management simplified [![Schedule Demo](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/543464/b9de1cd2-9563-40b3-891a-8c0f098fbf48.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/543464/b9de1cd2-9563-40b3-891a-8c0f098fbf48) ### About FinFolio FinFolio​ makes **portfolio management software** for investment advisors and professional wealth managers.   ### Connect With Us ### From Our Blog ### Get Updates ### Contact FinFolio 3000 Lawrence Street, Suite 6 Denver, CO 80205 [(720) 206-0660](tel://720-206-0660) [sales@finfolio.com](mailto:sales@finfolio.com) [PRIVACY](https://docs.google.com/document/d/1Ddfo2Qo0Fej5n5PdUtAKdqeTMNvSDhIUZfVTwYiRLNU/edit?usp=sharing)