Articles tagged "AppCrown"
Headline
Publish date
Friedman makes his case to Hong for why Junxure Cloud's doubling-plus of fees is worth that much more
True, it's looking spiffy in its Windows 8-style attire, solid in its Rackspace grounding and clued-in with its channeling of its inner RIA soul, but even Friedman is holding off on a conversion for his RIA, Private Ocean -- for now
June 18, 2013 at 5:34 AM
Postscript: What exactly should we make of the T3 phenomenon?
True, software vendors themselves may be more enthused than advisors, but the conflagration of information-sharing ventures on RIAs' behalf is no footnote
February 15, 2013 at 6:02 AM
12 key events of 2012 that rocked the RIA technology landscape, Part 1
Salesforce become the industry elephant, FinFolio emerges as a player, Pershing's NetX360-whisperer gets kicked upstairs, the Weatlhcare lawsuit gets an outcome, and more
January 17, 2013 at 7:30 AM
Greg Friedman is set to finally bring Junxure to the cloud and beat back the Salesforce-ification of the industry
True, the ascension to cloud would have happened sooner in an ideal world, but the world has not passed Junxure by, the RIA and software entrepreneur says
December 12, 2012 at 6:19 PM
How RIA business players in New York are roughing it through Hurricane Sandy
Principals at Dynasty, Envestnet and AppCrown are engaging in guerrilla tactics to brave near-impossible business conditions
October 31, 2012 at 6:57 PM
Schwab and Advent Software forge historic agreement -- mostly for the good of Black Diamond users for now
Aided perhaps by the ex-Schwab employees moving to Jacksonville, the two giant RIA forces, both San Francisco-based, are looking happily engaged
October 31, 2012 at 6:54 PM
How RIAs looked the winner at the Ritz Carlton in San Fran this week
The Tiburon CEO Summit had its usual charge of energy as Walter Bettinger, Ric Edelman, Mike Durbin and Bernie Clark appeared at every turn
October 18, 2012 at 5:42 AM
Schwab shifts its strategy on its massive Intelligent Integration
Schwab evolves to a platform-of-platforms strategy for technology rather than hand-picking best-of-breed applications
June 7, 2012 at 4:56 AM
A reporter empties his notebook after attending FPA's Business Solutions event
Marty Kurtz lets crowd in on peer review plan, big custodians square off on tech and Eric Clarke yields interesting thoughts in a one-on-one interview
March 8, 2012 at 4:49 AM
How AppCrown got a big RIA footprint overnight by handling Salesforce implementations
TD and Fidelity are in with both feet but some are taking a wait-and-see attitude
February 27, 2012 at 5:02 AM
RIAs flock to Dallas for the T3 technology conference
The seventh annual gathering drew 500 advisors, execs, software vendors and custodians with integrations, mobile apps and clouds on their minds
February 21, 2012 at 6:17 AM
Fidelity is set to add Envestnet, Redtail, Morningstar, AppCrown and Salesforce to WealthCentral
Early to the integration game, the Boston giant will seek to pad its lead -- but it could take a while to execute
