Articles tagged "Junxure"
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Dreamforce review: Social media enters the business cloud and why RIAs should care
Salesforce's annual event was a city in a city for a cult-like following of 45,000, including many financial advisors
September 2, 2011 at 6:16 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
Orion snags $2 billion Rehmann Financial account from Black Diamond
The mega-Michigan-based RIA had hyper-specialized needs
August 23, 2011 at 5:55 AM
Schwab connects CRM to account opening for RIAs
The software fulfiills some of Schwab Intelligent Integration's promise without the fancy cross-wiring
July 22, 2011 at 2:56 PM
Orion wins software accounts of two $1-billion-plus firms - one a broker-dealer and one an RIA
Advance Capital leaves IAS and United Planners gets performance reporting for the first time
July 18, 2011 at 2:46 PM
Purchasing too much technology has its own dangers for RIAs
The more sophisticated the system you buy, the more commitment and expertise it will require
May 24, 2011 at 2:00 PM
Junxure moving to the cloud amid market pressures
In an unusual move, CRM Software's Greg Friedman pre-announces the product release by nearly a year
March 23, 2011 at 2:18 PM
Schwab chooses some giant software partners, apparently with big RIAs in mind
Experts say it chose well but advisors may have to wait for IMPACT 2011 for a demo of integration
October 28, 2010 at 4:52 AM
Robert Levitt is building a big RIA practice in Florida from France and Indonesia
Customers may pay a little more but get a very different investing approach
August 11, 2010 at 4:00 AM
T3 conference sizzles under the hot San Diego sun
RIA event is all about making expensive business decisions
February 19, 2010 at 7:09 AM
The T3 conference has a rebellious air and the makings of success
Bruckenstein and Drucker channeled their frustration about industry conferences into creating a tech mecca for RIAs
