Nevin Freeman

Ebix may hit a CRM sweet spot for some RIAs

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Orion

Redtail

Ebix

CRM Software

Allbridge Investments

Double Diamond Investment Group

Steve Ambuul

Andy Bodner

<p>The RIA business has many tech vendors working hard to serve its diverse needs, and we're seeing technology become a more crucial part of setting up and running an RIA than ever before.</p>

<p>The Technology section includes unbiased tech reviews, tech-related news, and coverage of tech-related conferences.</p>

Technology

The strategic acquirer bought its way into wealth management CRM in 2009 but the 'rollup' label helped depress the company's shares

Ebix may hit a CRM sweet spot for some RIAs

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