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Etelligent Consulting

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Articles tagged "Etelligent Consulting"

Mike Paulus: If we took all the business we could this quarter, we would fail as a company.

Feb 25, 2013

Addepar slashes prices, opens up its architecture and shows RIA custodians some love as it confronts market realities

Though these moves show the dynamo is not impervious to competition, Mike Paulus says that the growth is still nosebleed-threatening

Brian Shenson: That's a huge pain point for a lot of our clients.

Jun 19, 2012

Schwab moves to keep 3,500 desktop-bound RIAs from walking onto somebody else's cloud

Advisors with PortfolioCenter housed on a closet-based server can get on Schwab's titanic servers without giving up years of customization -- and, finally, get data through Schwab from multiple custodians

Peter Hess has the challenge of taking over from a long-ruling founder.

Jan 6, 2012

Peter Hess will take the CEO reins at Advent Software

The visionary of the Black Diamond acquisition replaces Stephanie DiMarco who will step down in June

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Etelligent Consulting

Articles tagged "Etelligent Consulting"

Addepar slashes prices, opens up its architecture and shows RIA custodians some love as it confronts market realities

Schwab moves to keep 3,500 desktop-bound RIAs from walking onto somebody else's cloud

Peter Hess will take the CEO reins at Advent Software

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