Articles tagged "Matt Abar"


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Black Diamond divulges 'unbelievable' data about how Advent is doing, two years after its $73-million buy

The growth at the Jacksonville, Fla.-based RIA unit is pretty stunning, but competitors say that Axys users are still ripe for the picking

June 26, 2013 — 5:12 AM UTC

12 key events of 2012 that rocked the RIA technology landscape, Part 1

Salesforce become the industry elephant, FinFolio emerges as a player, Pershing's NetX360-whisperer gets kicked upstairs, the Weatlhcare lawsuit gets an outcome, and more

January 17, 2013 — 7:30 AM UTC

Half-financed by RIAs, AssetBook rolls out 'Radar' to put big RIAs in its range

The previously down-market software firm says it can do anything Black Diamond can -- at 50% of the price

December 13, 2012 — 4:58 AM UTC

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

December 6, 2012 — 7:32 AM UTC

Braving setbacks, FinFolio wins a $1.6 billion RIA and dark-horses its way on to the software track

Index Fund Advisors carefully vetted Tamarac, Orion and Black Diamond for a year but gambled on the newer, smaller vendor -- with the veteran quarterback, Matt Abar

November 6, 2012 — 5:56 PM UTC

Can the new Envestnet-Tamarac Godzilla take on the Advent-Black Diamond King Kong?

Tamarac has trusted relationships with several hundred RIA firms who might like outsourced investments on their dashboard

February 21, 2012 — 6:27 AM UTC

T3 reflections: Where to watch for the next big advances in RIA technology

Vendors are turning their attention to the part of the software that you see

February 28, 2011 — 3:30 PM UTC

Eight software vendors give insider accounts of their IMPACT 2010 booth experiences

Non-stop booth traffic -- including visits from giant RIAs -- suggests advisors came to Boston in a code-buying mood

November 9, 2010 — 6:46 AM UTC

FinFolio and Black Diamond are hiring top sales talent

Both companies see plenty of ready buyers for next-gen portfolio management systems

November 8, 2010 — 4:37 AM UTC

Matt Abar is rewarding loyal Techfi customers as beta period ends

The conversion to FinFolio Workstation 2010 will be free

May 14, 2010 — 5:48 AM UTC