Aug 4, 2011
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
Tag
Orion
115 articles
Articles tagged "Orion"
Page 7 of 8Jul 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
Jun 17, 2011
TD Ameritrade will continue to provide free software to breakaways on an ad hoc basis
Tom Bradley takes exception to how the giveaways are characterized
Jun 6, 2011
One RIA's unvarnished views on Advent, Black Diamond, Tamarac, IAS, Orion and Schwab PortfolioCenter after an odyssey of test drives
Benjamin Baldwin is making the jump from PortfolioCenter to Orion after a brief affair, and lingering love, for Black Diamond
May 25, 2011
After tortoise-like beginnings, AssetBook is now on-the-hop in portfolio management software
Rob Major takes what he learned in building Techfi to make AssetBook a functional, no-frills system
Apr 26, 2011
TD Ameritrade brings software elite to Dallas for an API summit
The number three custodian its letting its technology partners put the final touches on a low-walled garden
Apr 18, 2011
TD Ameritrade uses greater financial incentives to attract custody clients
Breakaways say they appreciate the economic boost and that it makes them feel welcome
Apr 7, 2011
How Mike McNamara became a TD Ameritrade RIA and pruned his book in one move
The former Commonwealth advisor also had goals related to succession, compliance and a bigger bottom line
Feb 3, 2011
Third-party vendors vouch for TD Ameritrade's API at first general session
The days of batch downloads may be numbered
Jan 6, 2011
Orion Advisor Services goes mobile with advisor-branded apps for the iPhone and Android
App relies heavily on HTML5, in line with the trend for portfolio management mobile applications
Jan 6, 2011
How Orion Advisor Services became a mobile device pioneer and how competitors plan to react
The first-mover edge may hold for a while for Black Diamond and Orion
Dec 6, 2010
Advent Software is squandering its market leadership by keeping focus on Axys, according to a hedge fund analyst's report
The San Francisco-based leader is slow to react with new technology, web-based solutions, pricing, and ease of upgrades and integration, the report says
Nov 9, 2010
Eight software vendors give insider accounts of their IMPACT 2010 booth experiences
Non-stop booth traffic -- including visits from giant RIAs -- suggests advisors came to Boston in a code-buying mood
Sep 17, 2010
Schwab PortfolioCenter may be poised to shed its utilitarian image
Long a favorite for the small RIA, its spiffier reports and early admission in Schwab's grand technology plan give it a bigger future
Sep 7, 2010
RedBlack's Peter Giza gives RIABiz a look under the hood of its Rebalance Express software
New Hampshire-based software maker competes with a lower price and an easy-to-use interface