Oct 24, 2016
Advent's parent buys Salentica to bolster Black Diamond CRM
SS&C promised to buy David Welling lots of M&A toys to sweeten his firm's Black Diamond offering and now the big Salesforce-Microsoft reseller begins to fulfill that promise
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Bill Rourke
6 articles
Articles tagged "Bill Rourke"
Dec 2, 2015
Why Commonwealth Financial dumped Microsoft CRM and where the decision's go-it-alone hazards lie
At stake is what many consider the advisor nerve center of the Waltham, Mass.-based broker-dealer
Jan 22, 2014
How one RIA's faith in Salesforce's sophistication led to cut-and-paste hell and a major rethinking
After a dazzling SF demo, Portland Global Advisors planned to dump its advisor-dumb Microsoft CRM for Salesforce but the devil was in details
Jan 21, 2014
How Ric Edelman's bounty of radio and TV leads pushed his $12-billion RIA from Microsoft to GoldMine to Salentica
The secondary effect was a muscle flexing that brought about a TD integration with Schwab's gritted-teeth blessing