Articles tagged "Redtail"


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Orion draws a record pack of hackers to Utah to code, bond -- and compete

From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals

September 12, 2016 — 6:56 PM UTC

Schwab gives Salesforce the heave-ho as hub of Intelligent Integration

150 RIAs are scrambling for a new CRM arrangement ahead of a July 31 drop-dead date as the San Francisco custodian unwinds the once exalted partnership

March 31, 2016 — 3:03 AM UTC

20 months in: A field dispatch from an advisor who started an RIA in a strange city with no clients

After stints as a Beverly Hills broker for Merrill and a salesman for Schwab, the Navy veteran went deep into academia to learn his trade

December 23, 2015 — 7:49 PM UTC

Salesforce discloses upcoming RIA CRM product, cryptically and to some jeers

Losing its cloud edge with Redtail, Junxure -- and with a dubious social media strategy -- the San Francisco software giant needs to play catch-up

May 27, 2015 — 8:21 PM UTC

How exactly I started a specialized RIA for under $10,000

Andrew McFadden started Panoramic Financial Advice out of his Fresno, Calif. home and cut costs to the bone -- except where only retail would do -- and isn't afraid to send micro-accounts to a competitor

March 17, 2015 — 6:49 PM UTC

Eric Clarke rolls the API dice by posting Orion software's code online

By putting 50,000 lines of code all on GitHub, the Orion exec risks giant intellectual capital giveaway -- but the upside is tremendous, observers say

May 8, 2014 — 2:57 AM UTC

VC-backed RIA CRM firm bursts onto the T3 scene looking to knock off Redtail, Salesforce etc.

Gotham Tech Labs seeks to blur the line between CRM and social media -- for a bargain

February 12, 2014 — 7:25 AM UTC

In benevolent invasion, CPAs-turned-RIAs make statement with sheer numbers in Vegas

Once an outlier and a research prediction, the 2014 AICPA Personal Financial Planning Conference shows that accountants that keep wealth management in-house are now flamboyantly growing

January 23, 2014 — 6:21 AM UTC

How one RIA's faith in Salesforce's sophistication led to cut-and-paste hell and a major rethinking

After a dazzling SF demo, Portland Global Advisors planned to dump its advisor-dumb Microsoft CRM for Salesforce but the devil was in details

January 22, 2014 — 7:44 AM UTC

Wielding its Texas six-shooter, TD Ameritrade wins a $500-million rep in the Dallas area from LPL

Modeling itself after local juggernaut, Neiman Marcus -- and dissing WalMart of Arkansas, CFO4Life signs on with locally-based Tom Nally

April 1, 2013 — 5:52 PM UTC

Portfolio Pathway and $3-billion RIA-TAMP deepen an alliance that has Pershing at its core

The Illinois-based performance software maker got going from its founder Pershing's roots -- and now an embrace of Folio Dynamix by the clearing company is opening a new chapter

February 21, 2013 — 6:00 AM UTC

How I picked technology -- from Black Diamond-in-SSG to Dudamobile -- to use in my startup RIA

We're free of legacy systems and just in time for mobile computing, cloud storage, and social media's adoption by the masses

February 12, 2013 — 5:23 PM UTC

How Blueleaf sees itself taming the RIA's two betes noire -- and how it is being challenged on that

The new-ish Cambridge-based company has big deals with Redtail and MoneyGuidePro and hopes, amid skepticism aplenty, to literally change wealth management

February 11, 2013 — 3:31 PM UTC

Orion hauls down nearly $2 billion of accounts from two Advent clients, clinching better than 50% growth for the year

Eric Clarke's firm is high on Salesforce and starting to look beyond its Omaha home for expansion as it needs more and more skilled labor

December 27, 2012 — 2:25 AM UTC

Schwab adds element to plug-and-play technology with eye toward existing RIAs, not just fresh wirehouse recruits

NetDocuments will put electronic files right into the CRM window for RIAs using Schwab OpenView Integrated Office

October 26, 2012 — 3:59 AM UTC