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As Salentica settles into life as SS&C's fair-haired CRM, downsides of being a sheltered software child are also apparent, critics say

Black Diamond and Advent are still in reach but the firm's appeal to smaller fry in need of low pricing is more limited

Author Oisin Breen May 15, 2018 at 5:26 PM
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David Ireland: We started with Advent and Black Diamond integrations, then APX … now we're talking with other [SS&C] portfolio systems.

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Noreen Beaman steps down as president of Orion Advisor Solutions after Brinker migrates to Orion software and enterprise deals 'prove out'

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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

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January 7, 2022 at 11:40 PM

See more related moves

Mentioned in this article:

SS&C Advent
Portfolio Management System
Top Executive: Robert Roley

AppCrown, LLC
Outsourcer, CRM Software, Tech: Other
Top Executive: Ted Tsung

Redtail Technology
CRM Software
Top Executive: Brian McLaughlin

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

SS&C Technologies
Trading/Rebalancing
Top Executive: Bill Stone

SS&C Salentica
CRM Software




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