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By Joyce Hanson, AdvisorOne |
May 18, 2012
Advisors using the solution will see “dramatic gains” in their ability to serve clients and scale businesses more profitably, said Stuart DePina, group president of Envestnet | Tamarac.
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By James J. Green, AdvisorOne |
September 7, 2011
Schwab Intelligent Technologies will offer products and services to Schwab- and non-Schwab affiliated advisors.
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By James J. Green, AdvisorOne |
August 22, 2011
Modular and turnkey versions of Salesforce.com CRM system moves into next phase of Intelligent Integration rollout.
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By Joyce Hanson, AdvisorOne |
June 7, 2010
Envestnet, a technology solutions provider for broker/dealers and RIAs, announced its acquisition of B-Ready Outsourcing, whose software is used in Schwab's Portfolio Center.
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By Staff Writer |
October 1, 2009
CRM Software announced September 9 what it called major enhancements to Junxure, its CRM and office management software, including Junxure 8, a complete update to...
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By Philip Palaveev, Fusion Advisor Network |
November 1, 2008
The heavy hits taken by wirehouse firms during the last few months' turmoil have led many brokers who may have idly thought about going independent...
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By Staff Writer |
August 1, 2008
Schwab Institutional has launched PortfolioServices, which SI's VP of technology, Dan Skiles, calls an outsourced version of Schwab Performance Technologies' PortfolioCenter PMS application. The Web-based...
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By James J. Green, AdvisorOne |
July 1, 2008
Schwab Institutional announced on June 12 a multipronged platform--with some existing planks, and some newly laid ones--to ease the transition process for brokers who wish...
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By Staff Writer |
April 1, 2008
New York Life Insurance Company named Ted Mathas as CEO-elect. He retains his title as president and will succeed CEO Sy Sternberg when he retires...
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By Kathleen McBride, AdvisorOne |
January 1, 2008
Registered investment advisors will have the option to outsource more of their back-office tasks, including "portfolio data management and performance reporting," after the back-office service...
