Sep 2, 2011
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
Tag
Junxure
59 articles
Articles tagged "Junxure"
Page 4 of 4Aug 23, 2011
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
Aug 23, 2011
Orion snags $2 billion Rehmann Financial account from Black Diamond
The mega-Michigan-based RIA had hyper-specialized needs
Jul 22, 2011
Schwab connects CRM to account opening for RIAs
The software fulfiills some of Schwab Intelligent Integration's promise without the fancy cross-wiring
Jul 18, 2011
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
May 24, 2011
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
Mar 23, 2011
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
Oct 28, 2010
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
Aug 11, 2010
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
Feb 19, 2010
T3 conference sizzles under the hot San Diego sun
RIA event is all about making expensive business decisions
Feb 12, 2010
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