Tamarac picks second Microsoft partner to handle spike in demand from big RIAs
Stuart DePina wants Salentica's sheer personpower to avoid getting flooded by his own pipeline
Author Brooke Southall December 21, 2012 at 4:06 PM
0 Comments
Related Moves
Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product
The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.
July 23, 2020 at 1:42 AM
Mentioned in this article:
SS&C Salentica
CRM Software
Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina
