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.
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.
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.
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.
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.
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.
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.
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).
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.
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.