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As Salentica settles into life as SS&C's fair-haired CRM, downsides of being a sheltered software child are also apparent, critics say

Black Diamond and Advent are still in reach but the firm's appeal to smaller fry in need of low pricing is more limited

Author Oisin Breen May 15, 2018 at 5:26 PM
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David Ireland: We started with Advent and Black Diamond integrations, then APX … now we're talking with other [SS&C] portfolio systems.


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Orion Advisor Solutions calls 6% staff reduction a 'final action,' after ballooning headcount 40-plus percent since 2020 by gorging on Brinker, Redtail and five other companies

The Omaha, Neb., administrator of $3.6 trillion will cut 'duplicative' back office jobs to reduce staff to 1,320 from about 1,400.

September 30, 2023 at 2:31 AM

A week after he became chairman of Eric Clarke's board, Charles Goldman is heading the search to replace Clarke as Orion CEO-- at Eric's direction

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Addepar hires Advent genius then launches 'Advent Converter' to court the RIAs still on Axys and APX ; PortfolioCenter 'easy button' comes next

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March 3, 2020 at 5:05 PM

Ron Carson ends national search for chief marketing officer by doing a local M&A deal using his favorite HR broker -- Eric Clarke

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See more related moves

Mentioned in this article:

SS&C Advent
Portfolio Management System
Top Executive: Robert Roley

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

Redtail Technology
CRM Software
Top Executive: Brian McLaughlin

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

SS&C Technologies
Trading/Rebalancing
Top Executive: Bill Stone

SS&C Salentica
CRM Software



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