Articles tagged "Jim Starcev"
Headline
Publish date
Schwab PortfolioCenter sale to Envestnet signals open season on 2,300 RIAs in the deal; Orion bags six; 'Why didn't Tamarac call me?' some ask
Whether you are Bridge, BlackDiamond, FinFolio or Morningstar, you are not sitting out this once-in-a-generation orphaning by a legacy giant of portfolio accounting software
March 7, 2019 at 1:59 AM
The four-year ordeal Orion's president underwent to launch Eclipse -- a sprint to stay in the race with Tamarac and Black Diamond for rebalancing
Eric Clarke tried to build, failed, bought, but kept on building until he got Amazon-ensconsed Eclipse
February 28, 2017 at 2:31 AM
Envestnet-Tamarac wins four more RIAs with an average of $5 billion of AUM by selling a vision
The Seattle-based firm signs on CliftonLarsonAllen Wealth Advisors, Beacon Pointe Advisors, Convergent and Freestone
September 10, 2014 at 1:41 PM
Orion Advisor Services inks licensing deal to close the rebalancing gap with Tamarac and Black Diamond
Eric Clarke makes Total Rebalance Expert one with his portfolio accounting software to assuage CPAs and other tax-minded advisors
March 25, 2014 at 1:30 PM
Envestnet increasingly cuts Schwab out of its RIA software mix and 39 RIAs are leading the way
As new owner of Tamarac, the Chicago outsourcer has its own portfolio accounting, not Schwab PortfolioCenter, as the guts of its mini-ecosystem for the first time
December 11, 2013 at 6:41 PM
Addepar slashes prices, opens up its architecture and shows RIA custodians some love as it confronts market realities
Though these moves show the dynamo is not impervious to competition, Mike Paulus says that the growth is still nosebleed-threatening
February 25, 2013 at 4:52 AM
Schwab moves to keep 3,500 desktop-bound RIAs from walking onto somebody else's cloud
Advisors with PortfolioCenter housed on a closet-based server can get on Schwab's titanic servers without giving up years of customization -- and, finally, get data through Schwab from multiple custodians
June 19, 2012 at 4:02 AM
Big deal: Envestnet will acquire Tamarac for $54 million
The big Chicago outsourcer nabs the fast-riser in the RIA software business and one competitor says: "now what?"
February 16, 2012 at 6:17 PM
Peter Hess will take the CEO reins at Advent Software
The visionary of the Black Diamond acquisition replaces Stephanie DiMarco who will step down in June
January 6, 2012 at 3:57 PM
Fidelity wins converts to WealthCentral, but most of its advisors have yet to make the switch
The giant technology project is behind Fidelity's schedule but ahead of one analyst's expectations
August 31, 2010 at 12:53 PM
Advent Software is moving ahead in the RIA tech market-- even if most Axys users refuse to budge
Advent Portfolio Exchange is hitting its stride but mostly thanks to a whole new generation of customers
