SAN FRANCISCO--Advent Software and Foliofn have entered into a strategic alliance that will provide access to Foliofn's Folios (custom baskets of stocks) through the Advent Office portfolio accounting and management system.
Building an interface between Advent Office and Foliofn, Advent will make Folio Advisor, the recently launched investment adviser version of Folio Investing, available to Advent Office clients.
Foliofn founder and CEO Steven Wallman says: "We've been talking to hundreds
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