Articles tagged "Salentica"

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Orion draws a record pack of hackers to Utah to code, bond -- and compete

From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals

September 12, 2016 — 6:56 PM UTC

Why Commonwealth Financial dumped Microsoft CRM and where the decision's go-it-alone hazards lie

At stake is what many consider the advisor nerve center of the Waltham, Mass.-based broker-dealer

December 2, 2015 — 4:58 AM UTC

How one RIA's faith in Salesforce's sophistication led to cut-and-paste hell and a major rethinking

After a dazzling SF demo, Portland Global Advisors planned to dump its advisor-dumb Microsoft CRM for Salesforce but the devil was in details

January 22, 2014 — 7:44 AM UTC

How Ric Edelman's bounty of radio and TV leads pushed his $12-billion RIA from Microsoft to GoldMine to Salentica

The secondary effect was a muscle flexing that brought about a TD integration with Schwab's gritted-teeth blessing

January 21, 2014 — 6:40 AM UTC

Tamarac picks second Microsoft partner to handle spike in demand from big RIAs

Stuart DePina wants Salentica's sheer personpower to avoid getting flooded by his own pipeline

December 21, 2012 — 4:06 PM UTC

Schwab bids to become the 'Zagat' of RIA technology and to nix ink signatures from RIA life

Neesha Hathi presents the dueling intiatives as next steps in her custodian's march toward serving 7,000 advisory firms

November 14, 2012 — 5:23 PM UTC

Schwab taps Tamarac as its next integration partner

The allure was Microsoft CRM and a significant overlap in customer bases

May 17, 2012 — 4:14 PM UTC

Laserfiche user conference draws a big crowd that wants to toss filing cabinets

Dan Skiles, Bill Winterberg and Joel Bruckenstein lent an RIA air to the 1,600-person event

January 31, 2012 — 5:38 PM UTC

What Tamarac's overhauling of its Advisor Xi has yielded

The Seattle company's wants RIAs to buy into its whole system so it's sprinting to create the latest word in integration

January 17, 2012 — 6:09 AM UTC

What Neesha Hathi has to say about Schwab's oh-so-slow-but-steady technology initiative

The big custodian is more concerned with error-free melding than quick milestones -- but are competitors pulling ahead while Schwab tinkers?

November 16, 2011 — 5:11 AM UTC
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