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Articles tagged "Ebix"


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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

October 9, 2012 at 4:22 PM

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

August 23, 2011 at 5:56 AM

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

August 4, 2011 at 6:20 AM

Eric Clarke: We’ve struggled with the lack of a standard, but with TD we’re taking a step forward.
February 3, 2011 at 1:52 PM

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