2002 Press Releases

FOLIOfn Enters Into Multi-Million Dollar Licensing Transaction with A Global Financial Services Company

08/28/2002 – FOLIOfn, Inc. today announced that it is licensing its software and intellectual property to a major multi-national financial services company for use in a foreign market. The license arrangement is expected to bring in several million dollars in revenue during the balance of 2002 and into 2003.
Read More

FOLIOfn Announces New Sales & Marketing Initiatives

08/12/2002 – FOLIOfn, Inc. today announced plans to expand its sales and business development efforts in response to recent product enhancements and the increased interest in the use of FOLIOfn technology.
Read More

More Than 600 Credit Unions Now Offering MEMBERS FOLIO Investing

07/30/2002 – FOLIOfn, Inc. announced today that the MEMBERS FOLIO Investing℠ program has quickly hit another important milestone—more than 600 credit unions now offer the value-added service.
Read More

FOLIOfn Platform to be used by John Hancock Advisers and Sovereign Asset Management Corporation

07/30/2002 – FOLIOfn announced today that John Hancock Advisers and Sovereign Asset Management Corporation will manage model portfolios called Model Folios on the FOLIOfn platform.
Read More

FOLIOfn Launches New SMA Technology — FOLIO Allocator℠ Company Continues Significant Innovation of Current Platform

07/23/2002 – FOLIOfn today announced FOLIO Allocator℠, its innovative, next-generation technology SMA (Separately Managed Account) product.
Read More

More Than 500 Credit Unions Offering MEMBERS FOLIO Investing

06/02/2002 – The MEMBERS FOLIO Investing℠ program has hit an important milestone: More than 500 credit unions now offer the groundbreaking service, which allows credit union members to easily and affordably buy individual securities, as well as entire baskets of securities, in one transaction.
Read More

FOLIOfn Offers the Lowest Trades with No Minimums; Introducing $4.00 Buys and Sells

04/26/2002 – FOLIOfn, the pioneer of FOLIO Investing and other financial innovations, launched a new $4 pricing plan to attract a growing target audience, beginning online investors who want to “pay as they go” and trade for a minimal cost.
Read More

FOLIOfn’s Pioneering Separately Managed Accounts Platform Solution Integral to Brinker Capital’s New Program

04/04/2002 – FOLIOfn, the firm that pioneered “Folios” and their use as versatile and cost-effective separately managed accounts, will play an integral role in Brinker Capital’s new Managed Portfolios product.
Read More

FOLIOfn Concludes Transaction to Repurchase Securities

03/18/2002 – FOLIOfn, the company that pioneered Folios and other financial innovations, has repurchased a variety of debt and equity securities from a former investor.
Read More

Quick & Reilly, A FleetBoston Financial Company, Partners With FOLIOfn To Launch Q FOLIO Investing

01/09/2002 – Quick & Reilly and FOLIOfn today announced that they have as partners launched Q Folio Investing™, a specially tailored version of FOLIO Investing℠, to Quick & Reilly’s customers.
Read More