Foliofn to Offer Folios Through Advent Office


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

To continue reading...

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an indvidual account here: