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Content tagged "FinFolio"



David Welling: We call these 'boomerang' folks. These people make a move as soon as they can get out of their existing contract.

Black Diamond divulges 'unbelievable' data about how Advent is doing, two years after its $73-million buy
The growth at the Jacksonville, Fla.-based RIA unit is pretty stunning, but competitors say that Axys users are still ripe for the picking

Wednesday 6.26.13
Bo Dong: We actually are helping Advent, not so much taking business away. Otherwise, you probably would have jumped.

How two ex-myCFO guys are winning big RIA clients by using a pilot fish strategy to win Advent clients without harming the host
WealthSite is a no-name, but its customers are not, and it's winning by skimming the performance reporting off the top of Advent and PortfolioCenter accounts

Thursday 4.4.13
At Salesforce headquarters, they may or may not know an RIA from an IRA, but the company still solidified the exalted position of potential industry standard bearer.

12 key events of 2012 that rocked the RIA technology landscape, Part 1
Salesforce become the industry elephant, FinFolio emerges as a player, Pershing's NetX360-whisperer gets kicked upstairs, the Weatlhcare lawsuit gets an outcome, and more

Thursday 1.17.13
Rob Major: It's a real simple thing. It comes down to price.

Half-financed by RIAs, AssetBook rolls out 'Radar' to put big RIAs in its range
The previously down-market software firm says it can do anything Black Diamond can -- at 50% of the price

Thursday 12.13.12
Peter Giza: While making my rounds, I made my way over to FinFolio to take a test drive of Matt Abar’s latest creative works.

From Schwab IMPACT's dizzying array, one free agent tabbed FinFolio and its use of Windows 8 as a takeaway
Peter Giza was always the RedBlack guy until this year but now he's free to admire and comment on other vendors

Thursday 12.6.12
Eddie Wong: It's been quite an adventure with FinFolio -- a good one.

Braving setbacks, FinFolio wins a $1.6 billion RIA and dark-horses its way on to the software track
Index Fund Advisors carefully vetted Tamarac, Orion and Black Diamond for a year but gambled on the newer, smaller vendor -- with the veteran quarterback, Matt Abar

Tuesday 11.6.12
Bill Crager: I think advisors are going to want something more end to end...we think that's going to be a competitive difference.

Can the new Envestnet-Tamarac Godzilla take on the Advent-Black Diamond King Kong?
Tamarac has trusted relationships with several hundred RIA firms who might like outsourced investments on their dashboard

Tuesday 2.21.12
Benjamin Baldwin: I did my August monthly statements for my clients, had them up on the website by the first week of the month, and they were already completely out of date!

One RIA's unvarnished views on Advent, Black Diamond, Tamarac, IAS, Orion and Schwab PortfolioCenter after an odyssey of test drives
Benjamin Baldwin is making the jump from PortfolioCenter to Orion after a brief affair, and lingering love, for Black Diamond

Monday 6.6.11
Boston Convention Center: Advisors were swarming exhibitor booths for much of IMPACT 2010

Eight software vendors give insider accounts of their IMPACT 2010 booth experiences
Non-stop booth traffic -- including visits from giant RIAs -- suggests advisors came to Boston in a code-buying mood

Tuesday 11.9.10
Matt Abar: It’s extremely crowded in the [software-as-a-service] area right now.

FinFolio and Black Diamond are hiring top sales talent
Both companies see plenty of ready buyers for next-gen portfolio management systems

Monday 11.8.10
Dave Welling: That ability to get data quickly is very powerful.

Already known to be cutting edge, Black Diamond shoots for the bleeding edge with total rewrite of its software
RIAs can multi-task, upgrade and customize better with the new portfolio management system

Monday 6.21.10
Matt Abar: These guys are in a bad situation and it felt like the right thing to do.

Matt Abar is rewarding loyal Techfi customers as beta period ends
The conversion to FinFolio Workstation 2010 will be free

Friday 5.14.10
Bob Hines prefers if customers don't ask him for his e-mail address

One advisor's strategy for growing a practice, dodging compliance issues and staying young: Kill the computer
E-mail's out; frozen raspberry salad is in for this MBA and CPA

Friday 1.8.10
Advent Software's five-year non-compete clause was not long enough to suppress Matt Abar

The executive Advent bought and buried is back with a vengeance
Matt Abar's second act looks formidable, say beta clients and industry experts

Wednesday 12.2.09
Like Tom Turkey, many RIAs were thankful to survive 2009

Taking A Break From the Turkey?
RIABiz's top 10 stories from the past month offer a window into what RIAs care about

Thursday 11.26.09
FinFolio's graphs are all available on-the-fly, without running reports.

FinFolio looks to offer unprecedented flexibility and power, with an intuitive interface
Nevin reviews upcoming Portfolio Management System from the makers of AdvisorMart

Thursday 11.19.09

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