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Articles tagged "Michael Wilson"


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Jon Patullo: This isn't endorsing the [software] firm.

How TD Ameritrade is playing the logo game to spur 4,000 of its wavering RIAs to adopt its third-party hook-ups

'Veo Integrated' is a clunky name for smooth hand-offs of data from custodian to vendor to RIA -- and back

July 24, 2013 at 5:09 AM

Aaron Grey: People working with us don’t have to sacrifice anything in terms of life’s little conveniences.

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

January 6, 2011 at 2:19 PM

Jonathan Heck: The Axys software might as well be an entirely separate business and it’s in run-off mode.

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

December 6, 2010 at 6:10 AM

Peter Hess: [The concern] is getting existing Advent clients to rethink their relationships with us. That’s our biggest uphill challenge.

Advent Software is moving ahead in the RIA tech market-- even if most Axys users refuse to budge

Advent Portfolio Exchange is hitting its stride but mostly thanks to a whole new generation of customers

May 10, 2010 at 6:34 AM

Michael Wilson: We are trying to cut down on the number of systems an advisor needs to use.

Review: Morningstar Office's web-based platform combines research, advisor tools

No-frills interface offers easy access to reports, benchmarking

April 26, 2010 at 4:33 AM

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