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Articles tagged "FinFolio"


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Michael Guido: I've learned how to sell financial technology from the best teacher[s] any newcomer could have asked for.

Building a robo for RIAs with (maybe) no robo baggage, 55ip sizzles with hires as it makes Matt Abar a partner and strives to make 'risk' a profitable, four-letter word

The PhD-laden startup semi-bootstraps on $10-million of VC cash becomes a FinFolio client, a Riskalyze poacher and a VEO player with a book of real customers

April 2, 2019 at 6:11 PM

David Waddell: If I were sitting on the board of one of these [portfolio management] companies, I’d say ‘stop what you’re doing and go hit the phones.'

Schwab PortfolioCenter sale to Envestnet signals open season on 2,300 RIAs in the deal; Orion bags six; 'Why didn't Tamarac call me?' some ask

Whether you are Bridge, BlackDiamond, FinFolio or Morningstar, you are not sitting out this once-in-a-generation orphaning by a legacy giant of portfolio accounting software

March 7, 2019 at 1:59 AM

Devin Vigil: [If] you dangle some money in front of Abar in his 20s, it's a different story than dangling some now .… He wants redemption.

Matt Abar hopes three's a charm with FinFolio cloud launch and robo play

FinFolio finally goes 2.0 and gets $20-billion assets bump, but there's a lot of ground to make up

April 5, 2018 at 12:08 AM

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

June 26, 2013 at 5:12 AM

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

April 4, 2013 at 7:02 PM

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

January 17, 2013 at 7:30 AM

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

December 13, 2012 at 4:58 AM

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

December 6, 2012 at 7:32 AM

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

November 6, 2012 at 5:56 PM

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

February 21, 2012 at 6:27 AM

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

June 6, 2011 at 2:57 PM

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

November 9, 2010 at 6:46 AM

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

November 8, 2010 at 4:37 AM

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

June 21, 2010 at 6:19 AM

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

May 14, 2010 at 5:48 AM

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