Articles tagged "Ebix"
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 at 4:22 PM
Beta test of Schwab's grand integration plan draws rave, but will the slow rollout prove detrimental?
Schwabinstitutional.com data flows freely into Salesforce.com's CRM in 12-RIA trial
August 23, 2011 at 5:56 AM
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 at 6:20 AM
Third-party vendors vouch for TD Ameritrade's API at first general session
The days of batch downloads may be numbered