2001 Press Releases

FOLIOfn Introduces Unique New Pricing Plan; Fee Will Be Waived if the Stock Market Declines

10/29/2001 – FOLIOfn, the financial services company that pioneered stock basket investing and other innovations, has introduced a unique new pricing plan for its FOLIO Investing℠ service in which investors pay fees only for the months following those in which the stock market rises.
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FOLIOfn, ICLUBcentral Offer Investment Clubs a New Way to Invest

10/04/2001 – FOLIOfn, the creator of a new way to invest based on “Folios℠,” or baskets of stocks, and ICLUBcentral, the market leader in investment club products, are joining forces to give investment clubs a new, easy, and affordable way to build, manage, and monitor securities portfolios online.
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Brinker Capital Selects FOLIOfn’s Institutional Platform to Meet Growing Demand

08/08/2001 – Brinker Capital, the nation’s oldest independent provider of managed account services for investment advisors, has chosen FOLIOfn as a back-office trading, custody, and accounting platform for Brinker Capital’s managed account programs.
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Industry Expert Alan Sislen Advises FOLIOfn on Managed Account Business and Product Development

07/09/2001 – FOLIOfn, Inc. announced today that Alan M. Sislen, a nationally recognized expert on the managed account business, has agreed to assist the company in expanding its managed account business, including the development of new products.
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FOLIOfn Launches Enhanced Technology Platform for Investment Advisors and Money Management Professionals

06/12/2001 – FOLIOfn, Inc. today announced the launch of an exciting new portfolio investing and management tool.
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FOLIOfn Announces FOLIO Wizard Investor Assistance Tool; New Folio Categories Include REITs, Wall Street Analyst Picks, and Bonds

03/06/2001 – FOLIOfn, the innovative financial services company and originator of FOLIO Investing℠, which allows investors to create and trade personalized portfolios of individual stocks at the click of a mouse, as well as trade commission-free in twice-daily windows, has added a wide range of features, including a tool to help investors select Folios℠—or baskets of stocks—to meet their investing objectives.
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Advent Software, Nomura Make Strategic Investments in FOLIOfn

02/28/2001 – FOLIOfn, the online brokerage that invented FOLIO Investing℠, today announced that it has received strategic investments from Advent Software, Inc. (NASDAQ: ADVS), the leading provider of enterprise investment management software, and Seichou Technology Fund, a Nomura investment asset.
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FOLIOfn Launches FOLIO Advisor

01/10/2001 – FOLIOfn, Inc. today announced the launch of FOLIO Advisor℠, an easy-to-use, affordable alternative to existing separately managed accounts. Also today, FOLIOfn announced an exclusive partnership with Advent Software, Inc. (NASDAQ: ADVS).
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Advent Software Announces Strategic Alliance with FOLIOfn

01/10/2001 – Advent Software, Inc. (NASDAQ: ADVS), the leading provider of enterprise investment management software, and FOLIOfn, the creator of the unique FOLIO Investing℠ service, today announce a strategic alliance under which FOLIOfn will be the exclusive provider of Folios (custom baskets of stocks) through the Advent Office™ portfolio accounting and management system licensed by more than 6,000 investment management firms.
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FOLIOfn Teams with WR Hambrecht + Co to Make IPOs More Accessible to Investors

01/05/2001 – FOLIOfn, Inc. announced today that its members will have the opportunity to participate in initial public offerings (IPOs) through WR Hambrecht + Co’s OpenIPO, a new, more accessible way to take companies public using an auction-based model.
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