Aug 4, 2011
Ebix may hit a CRM sweet spot for some RIAs
The strategic acquirer bought its way into wealth management CRM in 2009 but the 'rollup' label helped depress the company's shares
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The strategic acquirer bought its way into wealth management CRM in 2009 but the 'rollup' label helped depress the company's shares
The Industry Sourcebook for RIAs