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Content tagged "Franklin Tsung"



Stuart DePina: It does close the gap with Salesforce.

Tamarac doubles down on Microsoft to be more like Salesforce
Stuart DePina has beyond-skin-deep reason for liking Microsoft Dynamics but Salesforce has prettier-girl attributes

Monday 4.28.14
Derek Jaskulski: My gripe is that when you have special groups like advisors, [Salesforce] should be aware that e-mail retention is an industry requirement.

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

Wednesday 1.22.14
Franklin Tsung (with Tim Welsh to his right and Andy Wang to his left) : This puts the direct purchase option out of reach for the average advisor.

Salesforce rolls out giant product, pricing changes -- a virtual doubling for the direct-sold version that could price out some mainstream RIA practices
As part of a big revamping, Salesforce founder and CEO Marc Benioff will make CRM work on mobile but it may now cost twice as much for the comparable direct-sold product

Thursday 11.21.13
Neesha Hathi is striving for 'one-step publishing.'

Schwab unveils 'Project PM' at IMPACT -- a 'new vision' for using the company's data to fuel PortfolioCenter
The 'next-generation portfolio management system' takes data cleanliness into a godliness realm but competitors and observers offer sharp criticism of the plan -- and its mushy deadline for completion

Tuesday 11.12.13
Pete Hess: I think we're really going to shock some people...it gives me a great feeling.

Peter Hess throws a Black Diamond lifeline to stubborn Advent Axys users, but will the price be right?
The Advent CEO shows his respect for 1,400 change-averse Axys loyalists -- who hold hundreds of billions in assets -- by paving the way for delivery of Black Diamond's coveted reports

Wednesday 9.25.13
Shawn Carpenter: We preemptively raised capital to take advantage of the growth we are seeing with advisors, hedge funds and portfolio managers.

Morningstar takes a big stake in a startup gunning to be the Bloomberg for RIAs
Flush with $8 million in VC dollars, YCharts is betting that its data feed and content can challenge the Bloomberg behemoth by filling a hole for wealth and hedge fund managers

Tuesday 8.13.13
Terence Hong: While Junxure’s lack of cloud integration was a source of criticism in the past ... the desktop application also benefited from relatively low cost, and performance was only bottlenecked by the user’s own hardware.

Friedman makes his case to Hong for why Junxure Cloud's doubling-plus of fees is worth that much more
True, it's looking spiffy in its Windows 8-style attire, solid in its Rackspace grounding and clued-in with its channeling of its inner RIA soul, but even Friedman is holding off on a conversion for his RIA, Private Ocean -- for now

Tuesday 6.18.13
Tim Welsh: If you're not there people say, Why isn't so and so there? It's the missing persons effect.

Postscript: What exactly should we make of the T3 phenomenon?
True, software vendors themselves may be more enthused than advisors, but the conflagration of information-sharing ventures on RIAs' behalf is no footnote

Friday 2.15.13
At Salesforce headquarters, they may or may not know an RIA from an IRA, but the company still solidified the exalted position of potential industry standard bearer.

12 key events of 2012 that rocked the RIA technology landscape, Part 1
Salesforce become the industry elephant, FinFolio emerges as a player, Pershing's NetX360-whisperer gets kicked upstairs, the Weatlhcare lawsuit gets an outcome, and more

Thursday 1.17.13
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
Todd Thomson lives on an evacuated island but decided to stay with neighbors and depend on generators.

How RIA business players in New York are roughing it through Hurricane Sandy
Principals at Dynasty, Envestnet and AppCrown are engaging in guerrilla tactics to brave near-impossible business conditions

Wednesday 10.31.12
Neesha Hathi: This is where the attorneys go to the side and the project managers take over.

Schwab and Advent Software forge historic agreement -- mostly for the good of Black Diamond users for now
Aided perhaps by the ex-Schwab employees moving to Jacksonville, the two giant RIA forces, both San Francisco-based, are looking happily engaged

Wednesday 10.31.12
Hoofing it from the San Fran Ritz to the Tiburon Ferry, the unlikely and distinguished foursome of Jon Jones, Mike Durbin, Tif Joyce and Skip Schweiss.

How RIAs looked the winner at the Ritz Carlton in San Fran this week
The Tiburon CEO Summit had its usual charge of energy as Walter Bettinger, Ric Edelman, Mike Durbin and Bernie Clark appeared at every turn

Thursday 10.18.12
Neesha Hathi: That's a bit of an evolution for us.

Schwab shifts its strategy on its massive Intelligent Integration
Schwab evolves to a platform-of-platforms strategy for technology rather than hand-picking best-of-breed applications

Thursday 6.7.12
Franklin Tsung: It is a messy business and not for the meek.

How AppCrown got a big RIA footprint overnight by handling Salesforce implementations
TD and Fidelity are in with both feet but some are taking a wait-and-see attitude

Monday 2.27.12

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