Articles tagged "Ebix"

HeadlinePublish date

Suresh Kumar moves on to BNY Mellon and Pershing and NetX360 adjust to life without the maestro

The Jersey City-based clearing and custody company is filling the big shoes of its former chief information officer with two of his former underlings

October 9, 2012 — 4:22 PM UTC

Beta test of Schwab's grand integration plan draws rave, but will the slow rollout prove detrimental? data flows freely into's CRM in 12-RIA trial

August 23, 2011 — 5:56 AM UTC

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

August 4, 2011 — 6:20 AM UTC

Third-party vendors vouch for TD Ameritrade's API at first general session

The days of batch downloads may be numbered

February 3, 2011 — 1:52 PM UTC
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