Foliofn to Offer Folios Through Advent Office
VENDOR BRIEFING
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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Waters Wavelength
Waters Wavelength Podcast: Episode 224
Wei-Shen and Tony are trying a different format this year with the podcast, and they start by discussing mental health and ways to help and support coworkers and friends.
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