Techfi Launches Contact2001

Mseka, Ayo
July 2001
Advisor Today;Jul2001, Vol. 96 Issue 7, p19
Trade Publication
Reports that Techfi Corp. has launched its contact-management system called Contact2001. Function of the system; Benefits of the system to the financial intermediary industry; Features of the system.


Related Articles

  • TECHFI ADDS CONTACT.  // Accounting Technology;Apr2002, Vol. 18 Issue 3, p14 

    Reports the integration of client management system, Contact into the AdvisorMart Institutional system of Techfi in the U.S. Service offered by Techfi; Capability of Contact to tract client information.

  • Techfi Portfolio.  // Accounting Technology;Apr2002, Vol. 18 Issue 3, p47 

    Evaluates the accounting software, Techfi Portfolio by Techfi in the U.S. Features of the software; Opportunity for users to view trades by status.

  • Online Upstart. Jovin, Ellen // Financial Planning;Jul2000, Vol. 30 Issue 7, p153 

    Focuses on financial planning software provider Techfi Corp. Services offered by AdvisorMart.com, an online portfolio management solution from Techfi; Key features of the Techfi Portfolio 2000 software; Benefits of contracting out.

  • DATAlynx Plugs into AdvisorMart. Koreto, Richard J. // Financial Planning;Sep2001, Vol. 31 Issue 8, p24 

    Reports that DATAlynx licensed Techfi's AdvisorMart software products to be distributed to its financial advisers. Business profile of DATAlynx and Techfi; Features of the AdvisorMART system; How the AdvisorMart system works.

  • Advent Buys Key Rival Techfi in Cash Deal. Koreto, Richard J. // Financial Planning;Jul2002, Vol. 32 Issue 7, p27 

    Announces the acquisition of Techfi by financial-software firm Advent Software. Value of the acquisition; Product of the companies; Opinion on the deal.

  • Advent to Acquire Techfi.  // Practical Accountant;Aug2002, Vol. 35 Issue 8, p20 

    Reports the acquisition of Techfi Corp. by Advent Software Inc.

  • Advent Has A Good Summer. Koreto, Richard J. // Financial Planning;Sep2002, Vol. 32 Issue 9, p27 

    Reports on the termination of an investigation by Antitrust Division of the U.S. Department of Justice into Advent Software's acquisition of Techfi. Remarks from Advent Executive vice president Collin Cohen regarding its acquisition of Techfi; Terms of the settlement of lawsuit filed by Schwab...

  • Schield Management Taps Techfi for Portfolio System.  // Securities Industry News;04/03/2000, Vol. 12 Issue 14, p15 

    Reports that Shield Management Co., a Colorado firm which provides investment advice and risk management services, is implementing Portfolio 2000, a portfolio management system for Techfi, a Denver-based financial planning software provider. Schield's installation of Portfolio 2000 as the final...

  • NEW PRODUCTS/AT.  // Accounting Technology;May2002, Vol. 18 Issue 4, p46 

    Features several computer software in accounting. Specifications of Act Web Access; Price of TechFi Financial Office; Applicability of BillQuick CE.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics