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Greg Friedman rallies RIAs at Junxure conference -- then news of Envestnet-FolioDynamix deal turns up the heat

The $2-trillion platform consolidation stunned open architecture-minded CRM-users who suspect bundling's advantages may quickly turn to diminishing returns

Author Guest Columnist Timothy D. Welsh October 2, 2017 at 9:00 PM
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Greg Friedman (r., with Doug Fritz):This used to be a much more collaborative industry.


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Mentioned in this article:

Junxure
CRM Software
Top Executive: Greg Friedman

Envestnet Inc
TAMP
Top Executive: Jud Bergman



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