TechFi

• THE GLUCK REPORT, Part I: Second Act

  By Staff Writer  |  September 1, 2005

  Rob Major, I'm sorry. I apologize for underestimating you. You know a lot more about portfolio management software than I thought you did, and your...

• THE GLUCK REPORT, Part I: Farewell to Portfolio 2000

  By Staff Writer  |  November 1, 2004

  Ending one of the biggest technology stories to hit the independent advisor market in the last decade, Advent has pulled the plug on its Portfolio...

• Part 3: Independent Competitor

  By Staff Writer  |  November 1, 2002

  A new portfolio-reporting package is on the market challenging Advent and Centerpiece in the RIA market. I'm happy to report the emergence of eWebPortfolio.com, but...

• Abar's Big Aventure

  By Staff Writer  |  July 1, 2002

  Who could blame Matt Abar for selling out to Advent? When you're 31 and are offered more than $11.5 million for your share in your...

• ABAR's Outlook

  By Staff Writer  |  July 1, 2002

  Matt Abar, 31, is the founder of TechFi. At the time of the agreement to sell his company last month, Abar owned about 50% of...

• Come Closer, Says Schwab

  By Staff Writer  |  February 8, 2002

  Schwab Institutional hopes to forge even stronger