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)

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)

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)

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)

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)

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)

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)

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)