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From Schwab IMPACT's dizzying array, one free agent tabbed FinFolio and its use of Windows 8 as a takeaway

Peter Giza was always the RedBlack guy until this year but now he's free to admire and comment on other vendors

Author Guest Columnist Peter Giza December 6, 2012 at 7:32 AM
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Peter Giza: While making my rounds, I made my way over to FinFolio to take a test drive of Matt Abar’s latest creative works.

Related Moves

Pete Giza and Damon Deru go for Holy Grail of portfolio rebalancing with software that shuffles stocks, bonds... and asset classes; Believe it?

The RedBlack and TradeWarrior executives see old systems as 'archaic' yet know that the Black Diamonds, Morningstars, Orions and Tamaracs see rebalancing as a loss leader

June 11, 2019 at 9:49 PM

Building a robo for RIAs with (maybe) no robo baggage, 55ip sizzles with hires as it makes Matt Abar a partner and strives to make 'risk' a profitable, four-letter word

The PhD-laden startup semi-bootstraps on $10-million of VC cash becomes a FinFolio client, a Riskalyze poacher and a VEO player with a book of real customers

April 2, 2019 at 6:11 PM


Mentioned in this article:

intelliflo
Trading/Rebalancing
Top Executive: Nick Eatock




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