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Content tagged "Redtail"



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
Hundreds of CPAs looking to roll the dice on wealth management gathered at the Aria Resort and Casino this week.

In benevolent invasion, CPAs-turned-RIAs make statement with sheer numbers in Vegas
Once an outlier and a research prediction, the 2014 AICPA Personal Financial Planning Conference shows that accountants that keep wealth management in-house are now flamboyantly growing

Thursday 1.23.14
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
Levi McMellian:  These guys had it pounded in their head to never sell UPS and we had to coach them to get more diversified.

Wielding its Texas six-shooter, TD Ameritrade wins a $500-million rep in the Dallas area from LPL
Modeling itself after local juggernaut, Neiman Marcus -- and dissing WalMart of Arkansas, CFO4Life signs on with locally-based Tom Nally

Monday 4.1.13
David Miller: They said, If you leave we'll come with you.

Portfolio Pathway and $3-billion RIA-TAMP deepen an alliance that has Pershing at its core
The Illinois-based performance software maker got going from its founder Pershing's roots -- and now an embrace of Folio Dynamix by the clearing company is opening a new chapter

Thursday 2.21.13
Lyman Howard: We feel we could have gotten away with cobbling together some freeware ... That option, however, would have left us with zero customer service.

How I picked technology -- from Black Diamond-in-SSG to Dudamobile -- to use in my startup RIA
We're free of legacy systems and just in time for mobile computing, cloud storage, and social media's adoption by the masses

Tuesday 2.12.13
John Prendergast: [Current data aggregation is] like buying copper pipe when you want a finished bathroom. Blueleaf is the finished bathroom

How Blueleaf sees itself taming the RIA's two betes noire -- and how it is being challenged on that
The new-ish Cambridge-based company has big deals with Redtail and MoneyGuidePro and hopes, amid skepticism aplenty, to literally change wealth management

Monday 2.11.13
Eric Clarke sees Salesforce approaching 'industry standard' status and nudges its rivals to get into the integration ballgame.

Orion hauls down nearly $2 billion of accounts from two Advent clients, clinching better than 50% growth for the year
Eric Clarke's firm is high on Salesforce and starting to look beyond its Omaha home for expansion as it needs more and more skilled labor

Thursday 12.27.12
Brian Shenson: It's getting more looks (from legacy RIAs) as we add value.

Schwab adds element to plug-and-play technology with eye toward existing RIAs, not just fresh wirehouse recruits
NetDocuments will put electronic files right into the CRM window for RIAs using Schwab OpenView Integrated Office

Friday 10.26.12
James Carney: The cost of [paying] us versus what they get [in revenues] is a rounding error.

ByAllAccounts doubled advisory assets aggregated to $400 billion in 2011
New partners like Redtail Technology, Envestnet and AssetBook helped pave the way

Monday 3.12.12
Ed O'Brien says says Fidelity's ability to integrate third-party vendors sets WealthCentral apart from others.

Fidelity is set to add Envestnet, Redtail, Morningstar, AppCrown and Salesforce to WealthCentral
Early to the integration game, the Boston giant will seek to pad its lead -- but it could take a while to execute

Wednesday 9.28.11
Frank Noto saw no sun in San Diego as the FPA conference warmed to its task.

An advertiser's-eye view from among the booths of the FPA convention's exhibit hall
Technology companies, Chubb, TD Ameritrade and BrightScope get special notice

Sunday 9.18.11
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
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
Brian McLaughlin: We have nice new Nissans.

Review: How Redtail got hot fast among RIAs and how it plans to leapfrog itself
Brian McLaughlin's mindset includes: Technology, appealing pricing and bootstrapping growth

Wednesday 6.22.11
Rob Major: If you have 200 reports that do everything but cook you breakfast in the morning, you have a system that is unaffordable for 80% of the advisors that are out there.

After tortoise-like beginnings, AssetBook is now on-the-hop in portfolio management software
Rob Major takes what he learned in building Techfi to make AssetBook a functional, no-frills system

Wednesday 5.25.11
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
Redtail's Brian McLaughlin: Are we on the same page, and are we ready to go with the ability to open a new account through Redtail?

TD Ameritrade brings software elite to Dallas for an API summit
The number three custodian its letting its technology partners put the final touches on a low-walled garden

Tuesday 4.26.11
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
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
Tom McGuirk: "It was this intense feeling of euphoria and also a moment of whoa! I am really a business owner now."

How an Olympic hurdler and Smith Barney broker made the leap to his own RIA
Goal oriented: Tom McGuirk put his breakaway date on the wall in the place where his running time used to be

Friday 7.16.10
Charles Huebner: You can see it in their eyes. They say: You can tell what it is like to take the risk.

Two senior UBS brokers pass on retirement to pursue aggressive breakaway plan
Huebner and Jagger are winding up, not down with multi-faceted growth strategy

Tuesday 3.16.10

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