Articles tagged "ModestSpark"
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Schwab PortfolioCenter sale to Envestnet signals open season on 2,300 RIAs in the deal; Orion bags six; 'Why didn't Tamarac call me?' some ask
Whether you are Bridge, BlackDiamond, FinFolio or Morningstar, you are not sitting out this once-in-a-generation orphaning by a legacy giant of portfolio accounting software
March 7, 2019 at 1:59 AM
SS&C solves its Axys problem -- for now -- by acquiring Modestspark
The owner of Advent and Black Diamond buys tiny two-person Redmond, Wash. firm that also solves Schwab's PortfolioCenter problem with digital add-on
November 2, 2017 at 11:00 PM
An advertiser's-eye view of what the new-look FPA looked like in Seattle
The Denver-based association showed signs of diminished draw but mostly offset by a stunning presence of youth and start-up exhibitors
September 24, 2014 at 8:49 PM
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