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CAPTRUST dumps Advent and Microsoft, flirts with Tamarac and Salesforce, then hires Black Diamond and Microsoft

As CAPTRUST switches gears from its $240-billion 401(k) business to its $6-billion wealth manager, it is forced to make mammoth and wrenching software moves

Author Lisa Shidler
Admin:
no description available
Fielding Miller: We had it narrowed it down to Tamarac and Black Diamond.

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Mentioned in this article:

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

SalesForce
CRM Software
Top Executive: Marc Benioff

AppCrown, LLC
Outsourcer, CRM Software, Tech: Other
Top Executive: Ted Tsung

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein




Stephen Winks

Stephen Winks

January 5, 2018 — 2:20 PM
The brokerage business has a lot to learn from how CAPTRUST's technology and service rationale as it assesses its own capabilities and the shortcommings of proprietary systems geared toward transactions not expert advisory services. SCW
Jeff Spears

Jeff Spears

January 5, 2018 — 3:41 PM
Still searching for The Holy Grail. Seems like yesterday when the news of Presidio (now Tiedemann) made the switch from Advent and others to Black Diamond was the BIG NEWS event. Wonder how that change is going....

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