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Articles tagged "David Welling"

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Jonathan Heck: The Axys software might as well be an entirely separate business and it’s in run-off mode.

Advent Software is squandering its market leadership by keeping focus on Axys, according to a hedge fund analyst's report

The San Francisco-based leader is slow to react with new technology, web-based solutions, pricing, and ease of upgrades and integration, the report says

December 6, 2010 at 6:10 AM
Eric Higginbotham explained that his company has many technological objectives but the iPad app won priority status.

Black Diamond releases BlueSky Mobile for the iPad

Leaving nothing to chance, the Florida up-and-comer is including the Apple tablets in the deal

October 20, 2010 at 6:04 AM
Michael Lee: If our systems are playing well with the custodian, we don’t want to fix what’s not broken.

Fidelity Institutional and Black Diamond tie the knot through WealthCentral

The companies promise 'bi-directional' integration

September 23, 2010 at 12:44 PM
Peter Mangan: If there’s a knock, it’s that there’s so many features that it makes it difficult for advisors to find the ones they need

Several hundred small RIAs gain access to Black Diamond software at reduced rates

Shareholders Service Group will be one service point for its advisor clients

May 11, 2010 at 6:07 AM
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