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June 11, 2019 at 9:49 PM
Junxure
CRM Software
Top Executive: Greg Friedman
intelliflo
Trading/Rebalancing
Top Executive: Nick Eatock
SS&C Salentica
CRM Software
Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina
Jeff Brown
Big surprise – Greg Friedman again knocking a competitor’s fully integrated solution. After receiving multiple emails announcing Junxure’s imminent release of a web-based CRM (announcements started early in 2012), his advice for RIAs might just be web-envy. It is difficult to understand how one who does not have a comparable offering can comment on what is bad about Tamarac’s solutions. As I am not a Tamarac employee, customer, nor RIA rep, I think RIA Biz can find a better resource for an opposing view.
Brooke Southall
Jeff,
I accept the criticism leveled at RIABiz but please realize that it sounds like you have an ax to grind.
Brooke
Jeff Brown
I absolutely do: it is the cozy relationship between RIZBiz and Mr. Friedman used to promote Junxure. As an industry veteran who likely has great insight, I would not have objected to Mr. Friedman’s comments had he been identified as a principal of his wealth management firm Private Ocean. Once Junxure was introduced into the discussion, it became fair game in the same way Tamarac was fair game for review.
