Monthly Archive
for: ‘May, 2010’

FinFolio releases their open Portfolio Management System

We are excited for our Joint Venture partner, FinFolio, to have exited their beta stage and release their open Portfolio Management System into the marketplace this past Monday.  You can read more about it on the FinFolio blog or in this Investment News Article. They have been in development of their program for over two …

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Upcoming Conferences

You can meet us in person at one of the following upcoming conferences.
FPA 2010 October 9-12, 2010 Denver, CO Technology Tools for Today February 16-19, 2011 Weston, FL