RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

As Salentica settles into life as SS&C's fair-haired CRM, downsides of being a sheltered software child are also apparent, critics say

Black Diamond and Advent are still in reach but the firm's appeal to smaller fry in need of low pricing is more limited

Author Oisin Breen May 15, 2018 at 5:26 PM
0 Comments
no description available
David Ireland: We started with Advent and Black Diamond integrations, then APX … now we're talking with other [SS&C] portfolio systems.

Technology



Related Moves

September 30, 2023 at 2:31 AM

A week after he became chairman of Eric Clarke's board, Charles Goldman is heading the search to replace Clarke as Orion CEO-- at Eric's direction

Eric Clarke founded Orion in 1999 and built it to a $3.6 trillion AUA juggernaut, but he believes both he and the company are ready for a big change

May 22, 2023 at 5:13 PM

Addepar hires Advent genius then launches 'Advent Converter' to court the RIAs still on Axys and APX ; PortfolioCenter 'easy button' comes next

The tactic by the Mountain View, Calif. firm and Advent co-founder and code avatar Steve Strand comes a decade after Orion, Black Diamond and Tamarac began feasting on the legacy corpses, but Addepar insists meat remains on the bone.

March 3, 2020 at 5:05 PM

Ron Carson ends national search for chief marketing officer by doing a local M&A deal using his favorite HR broker -- Eric Clarke

When Eric Clarke decided he'd play matchmaker, the hyperactive Carson Group CEO snapped up Mineral Interactive and made a creative deal

October 5, 2018 at 6:05 PM

See more related moves

Mentioned in this article:

SS&C Advent
Portfolio Management System
Top Executive: Robert Roley

AppCrown, LLC
Outsourcer, CRM Software, Tech: Other
Top Executive: Ted Tsung

Redtail Technology
CRM Software
Top Executive: Brian McLaughlin

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

SS&C Technologies
Trading/Rebalancing
Top Executive: Bill Stone

SS&C Salentica
CRM Software



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.