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Articles tagged "Techfi"


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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

Rob Major: If you have 200 reports that do everything but cook you breakfast in the morning, you have a system that is unaffordable for 80% of the advisors that are out there.

After tortoise-like beginnings, AssetBook is now on-the-hop in portfolio management software

Rob Major takes what he learned in building Techfi to make AssetBook a functional, no-frills system

May 25, 2011 at 1:51 PM

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

Matt Abar: "I do feel responsible for what happened."

[Story preview] Matt Abar is back to tangle with Advent Software -- with a vengeance

Techfi founder is making up for lost time after noncompete expires

November 19, 2009 at 4:57 AM

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