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The Jacksonville RIA software unit will sell to its own 2,000 firms plus Advent's Axys and APX users, betting that most customization capability is overkill for firms with fewer than 10 advisors.
A year after Salesforce launches its long-awaited Financial Services Cloud--a financial advisory-focused twist on its CRM software that remains a Fortune 500 darling--the giant vendor unleashed a glut of upgrades
Black Diamond and Advent are still in reach but the firm's appeal to smaller fry in need of low pricing is more limited
SS&C promised to buy David Welling lots of M&A toys to sweeten his firm's Black Diamond offering and now the big Salesforce-Microsoft reseller begins to fulfill that promise
From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals
At stake is what many consider the advisor nerve center of the Waltham, Mass.-based broker-dealer
After a dazzling SF demo, Portland Global Advisors planned to dump its advisor-dumb Microsoft CRM for Salesforce but the devil was in details
The secondary effect was a muscle flexing that brought about a TD integration with Schwab's gritted-teeth blessing
Stuart DePina wants Salentica's sheer personpower to avoid getting flooded by his own pipeline
Neesha Hathi presents the dueling intiatives as next steps in her custodian's march toward serving 7,000 advisory firms
The allure was Microsoft CRM and a significant overlap in customer bases
Dan Skiles, Bill Winterberg and Joel Bruckenstein lent an RIA air to the 1,600-person event
The Seattle company's wants RIAs to buy into its whole system so it's sprinting to create the latest word in integration
The big custodian is more concerned with error-free melding than quick milestones -- but are competitors pulling ahead while Schwab tinkers?
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