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Content tagged "FinFolio"

FinFolio

Filed under: Portfolio Management System
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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statements for my clients, had them up on the website by the first week of the month, and they were already completely out of date!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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