2002 Press Releases
FOLIOfn Enters Into Multi-Million Dollar Licensing Transaction with A Global Financial Services Company
08/28/2002 – FOLIOfn, Inc. today announced that it is licensing its software and intellectual property to a major multi-national financial services company for use in a foreign market. The license arrangement is expected to bring in several million dollars in revenue during the balance of 2002 and into 2003.
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FOLIOfn Announces New Sales & Marketing Initiatives
08/12/2002 – FOLIOfn, Inc. today announced plans to expand its sales and business development efforts in response to recent product enhancements and the increased interest in the use of FOLIOfn technology.
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More Than 600 Credit Unions Now Offering MEMBERS FOLIO Investing℠
07/30/2002 – FOLIOfn, Inc. announced today that the MEMBERS FOLIO Investing℠ program has quickly hit another important milestone—more than 600 credit unions now offer the value-added service.
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FOLIOfn Platform to be used by John Hancock Advisers and Sovereign Asset Management Corporation
07/30/2002 – FOLIOfn announced today that John Hancock Advisers and Sovereign Asset Management Corporation will manage model portfolios called Model Folios on the FOLIOfn platform.
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FOLIOfn Launches New SMA Technology — FOLIO Allocator℠ Company Continues Significant Innovation of Current Platform
07/23/2002 – FOLIOfn today announced FOLIO Allocator℠, its innovative, next-generation technology SMA (Separately Managed Account) product.
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More Than 500 Credit Unions Offering MEMBERS FOLIO Investing℠
06/02/2002 – The MEMBERS FOLIO Investing℠ program has hit an important milestone: More than 500 credit unions now offer the groundbreaking service, which allows credit union members to easily and affordably buy individual securities, as well as entire baskets of securities, in one transaction.
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FOLIOfn Offers the Lowest Trades with No Minimums; Introducing $4.00 Buys and Sells
04/26/2002 – FOLIOfn, the pioneer of FOLIO Investing and other financial innovations, launched a new $4 pricing plan to attract a growing target audience, beginning online investors who want to “pay as they go” and trade for a minimal cost.
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FOLIOfn’s Pioneering Separately Managed Accounts Platform Solution Integral to Brinker Capital’s New Program
04/04/2002 – FOLIOfn, the firm that pioneered “Folios” and their use as versatile and cost-effective separately managed accounts, will play an integral role in Brinker Capital’s new Managed Portfolios product.
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FOLIOfn Concludes Transaction to Repurchase Securities
03/18/2002 – FOLIOfn, the company that pioneered Folios and other financial innovations, has repurchased a variety of debt and equity securities from a former investor.
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Quick & Reilly, A FleetBoston Financial Company, Partners With FOLIOfn To Launch Q FOLIO Investing™
01/09/2002 – Quick & Reilly and FOLIOfn today announced that they have as partners launched Q Folio Investing™, a specially tailored version of FOLIO Investing℠, to Quick & Reilly’s customers.
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