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Content tagged "SalesForce"



John Rourke: I've never seen a more wide-open industry.

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

Wednesday 2.12.14
Terence Hong: I can confirm that these technical challenges are not insignificant given a large readership.

What to make of Orion's efforts to expand RIAs non-renewable resource -- advisor face time
RIABiz technologist Terence Hong gives his first impressions of Orion Connect and Orion Mail

Thursday 4.4.13
Greg Friedman: If I could have waved a wand, I would have had it two years ago.

Greg Friedman is set to finally bring Junxure to the cloud and beat back the Salesforce-ification of the industry
True, the ascension to cloud would have happened sooner in an ideal world, but the world has not passed Junxure by, the RIA and software entrepreneur says

Wednesday 12.12.12
Neesha Hathi: We think we can bite this off.

Schwab bids to become the 'Zagat' of RIA technology and to nix ink signatures from RIA life
Neesha Hathi presents the dueling intiatives as next steps in her custodian's march toward serving 7,000 advisory firms

Wednesday 11.14.12
Aaron Rowe of Edelman Financial and and Eric Clarke take the field of the Dallas Cowboys Stadium

Eric Clarke delivers a behind-the-scenes account of his own Gemini & Orion Advisor Forum
The Orion chief was taken aback by overwhelmed advisors but found time for predawn runs, a pep talk from a legendary coach, a tour of the Cowboys' stadium and the launch of 80 apps

Tuesday 9.25.12
Derek Bruton (l.) and his colleagues (Andy Kalbaugh on r.) have implemented home office “Private Briefings” focusing on clients with over $10 million in investable assets.

LPL kicks off FOCUS 2012 talking about service for UHNW investors
The big broker-dealer also talks about big 401(k) plans and offers a couple of details about Fortigent

Wednesday 8.22.12
Brad Griswold: Many of the changes were beneficial to the [LPL] advisors as a whole, but did not offer as much value to our practice.

Why an 18-year LPL rep moved most of his firm's $250 million of assets to Schwab
Brad Griswold had a fondness for Schwab from using PortfolioCenter and is determined to remove all obstacles to growth, profitability and offering choice to clients

Wednesday 4.4.12
The FPA put on a humble but eye-opening event in Burlingame, Calif., this week.

A reporter empties his notebook after attending FPA's Business Solutions event
Marty Kurtz lets crowd in on peer review plan, big custodians square off on tech and Eric Clarke yields interesting thoughts in a one-on-one interview

Thursday 3.8.12
John Philpott: We want to make sure that they're going to get the return on the investment.

Miller/Russell chooses IAS, after considering Advent and Schwab
The $1.3 billion wealth manager is offering new services and felt it couldn't afford to wait for Schwab's new system

Tuesday 2.7.12
David Barton: We have to live with the decision for a long time.

The TD Ameritrade-Orion pairing again proves productive -- this time to wrest assets from a $3.6 billion Schwab RIA
As part of a barrage of big moves by Mercer Advisors, Tamarac gets superseded for rebalancing

Wednesday 1.25.12
Brooke Southall: The RIA business needs to be alert to the danger of becoming something uncomfortably similar to the world of banks, brokerages and trust companies that it is trying to reinvent.

Nine threats to the RIA business and how they can be avoided
The fragmented 13,000-firm army is poised for great things but too much focus on expediency could bring its own problems

Monday 11.14.11
Mark Benioff: ...So shall we see a Corporate Spring in companies that will be tossing out executives who do not bridge the Social Divide.

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

Friday 9.2.11
Brian Shenson: This is really just the tip o the iceberg.

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

Tuesday 8.23.11
Jim Lumberg: Our ambition is to become the leading provider of aggregation performance reporting and billing solutions in the marketplace, and we’re investing accordingly.

Envestnet unbundles portfolio management software for RIAs and it won't be a sideshow
The Chicago firm serves 19,000 TAMP clients with technology, now it wants to take on Advent/Black Diamond

Wednesday 7.6.11
Sunit Bhalla: I can log into my bank in seven keystrokes.

How one RIA is running his practice on a Mac and finding it totally doable
Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop

Wednesday 6.29.11
Rich Gill: You may be biting off more than you can chew - or are willing to chew.

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

Tuesday 5.24.11
Joe Stallings: Many offices around the metro area struggled to continue with business as usual.

How a big Atlanta RIA kept sledding with technology after snow paralyzed the city
Where snow shovels left off, laptops, iPads, iPhones, NetX360 and some forethought took over

Tuesday 1.25.11
Neesha Hathi: We know there are going to be disappointed clients and vendors.

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

Thursday 10.28.10

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