Tamarac doubles down on Microsoft to be more like Salesforce
Stuart DePina has beyond-skin-deep reason for liking Microsoft Dynamics but Salesforce has prettier-girl attributes
Related Moves
Noreen Beaman steps down as president of Orion Advisor Solutions after Brinker migrates to Orion software and enterprise deals 'prove out'
The former Brinker CEO oversaw an 18-month transition of her then $26-billion TAMP and will remain as vice chair of the company after 'mutual' decision on role changes.
February 10, 2022 at 2:22 AM
Brad Shepard unexpectedly resigns from Orion Advisor Services after 10 months, and his chief strategy officer position will remain vacant, the company says
The Nashville, Tenn. executive came aboard to create a 'go-to-marketing strategy' for Brinker, HiddenLevers and legacy units but gave his notice this week.
January 7, 2022 at 11:40 PM
Oisín's Doubletakes: Clara Shih returns to Salesforce after 11-year hiatus • Focus reloads for M&A with $500 million debt raise, taking its credit north of $1.5 billion • Goldman Sach's 2020 partners list looks less homogenous -- even 'accretive' of women
Former HearSay CEO returns to her mother corporation • Focus Financial Partners debt levels soar 50% on fresh debt issuance • Goldman adds diversity, but snubs Marcus partnerships
February 6, 2021 at 2:39 AM
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
See more related moves
SalesForce
CRM Software
Top Executive: Marc Benioff
AppCrown, LLC
Outsourcer, CRM Software, Tech: Other
Top Executive: Ted Tsung
Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina
Bill Winterberg
Brooke, go speak with Warren Mackensen of ProTracker, he’s very familiar with SugarCRM and is an OEM Partner with them for the ProTracker Cloud solution.
Pete Giza
Sugar ain’t so sweet:-D
Brooke Southall
Peter,
From a distance it sounds pretty cool with its open code, lack of entanglements, Linux heritage, non-legacy-bound systems and the like.
What’s not to like?!
Does IBM love Sugar just because it’s not Oracle, Salesforce or Microsoft?
Brooke
Pete Giza
Brooke,
Yes to your IBM question. Sugar is what it is – open source. My comments come from my own personal experience with it. Its a lot of work and it was missing a lot of what I considered basic functionality. Being open source means you will be doing development work to make it work for your firm. If you don’t have SQL experience you will be buying it.
Pete
Brooke Southall
Peter,
That’s a good perspective. Open sourceness is considered next to Godliness but it sounds like it
also means, in some instances: batteries not included, do it yourself, read the directions.
Brooke
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