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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

Author Brooke Southall December 21, 2012 at 4:06 PM
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Stuart DePina: If business hadn't exploded in the past six months, we would have taken on all comers [in-house].


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Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product

The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.

July 23, 2020 at 1:42 AM


Mentioned in this article:

SS&C Salentica
CRM Software

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina



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