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Content tagged "Ebix"


SmartOffice (powered by Ebix)

Filed under: CRM Software
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Suresh Kumar's name was synonymous with NetX360 and now he's watching from a loftier BNY perch.

Suresh Kumar moves on to BNY Mellon and Pershing and NetX360 adjust to life without the maestro
The Jersey City-based clearing and custody company is filling the big shoes of its former chief information officer with two of his former underlings

Tuesday 10.9.12
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
Steve Ambuul: One of the things I'm doing right now is making sure that we can get data feeds from Orion, AssetBook, and other competitors of ours.

Ebix may hit a CRM sweet spot for some RIAs
The strategic acquirer bought its way into wealth management CRM in 2009 but the 'rollup' label helped depress the company's shares

Thursday 8.4.11
Eric Clarke: We’ve struggled with the lack of a standard, but with TD we’re taking a step forward.

Third-party vendors vouch for TD Ameritrade's API at first general session
The days of batch downloads may be numbered

Thursday 2.3.11
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The Industry Sourcebook for RIAs

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Schwab (338)
Fidelity (247)
TD Ameritrade (207)
LPL (130)
SEC (125)
Pershing (121)
Merrill Lynch (100)
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FINRA (84)
Tim Welsh (77)
HighTower (75)
Envestnet (69)
MarketCounsel (68)
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Focus Financial (64)
Les Abromovitz (57)
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Bernie Clark (49)
Nexus Strategy (49)
Mark Tibergien (48)
Mike Durbin (47)
401(k) (47)
Tamarac (46)
Raymond James (45)
United Capital (43)
Charles Goldman (43)
UBS (42)

Most Emailed Stories »

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Grant Barger: Any prospect should ask: What is your purpose?5 questions advisors must prepare to answer to remain relevant
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Mark Tibergien: It's been a dream of ours.Pershing and BNY Mellon unveil a unified, 'dream' RIA and bank custody unit
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Mike Durbin (with Sanjiv Mirchandani) says that Abby Johnson signaled her intention to meld the efforts of Fidelity's various business units.Abby Johnson wins RIA respect by articulating her bold vision for Fidelity's future at the company's Executive Forum
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Jennifer Ingham: The B-D relationship is needed because in the RIA world of investments for corporate retirement plans. many funds still pay some sort of revenue sharing.Why a $1-billion Fidelity RIA is placing LPL at the heart of its 401(k) business
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Jeffrey Concepcion: I'd tell you the biggest victory was the vindication and comments from former co-workers.How Jeffrey Concepcion manned up after FINRA and Lincoln Financial troubles to become an LPL giant