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Ebix may hit a CRM sweet spot for some RIAs

The strategic acquirer bought its way into wealth management CRM in 2009 but the 'rollup' label helped depress the company's shares

Author Nevin Freeman August 4, 2011 at 6:20 AM
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Steve Ambuul: One of the things I'm doing right now is making sure that we can get data feeds from Orion, AssetBook, and other competitors of ours.

Technology



Related Moves

June 7, 2024 at 1:44 AM

Orion rescinds RTO order after its staff rebels by hijacking company email list, distributing petition and tipping off RIA media

CEO Natalie Wolfsen suffers first setback and rescinds a return-to-office (RTO) policy after week of protest to work on a more collaborative agreement on a post-COVID new normal

November 23, 2023 at 12:20 AM

Orion Advisor Solutions calls 6% staff reduction a 'final action,' after ballooning headcount 40-plus percent since 2020 by gorging on Brinker, Redtail and five other companies

The Omaha, Neb., administrator of $3.6 trillion will cut 'duplicative' back office jobs to reduce staff to 1,320 from about 1,400.

September 30, 2023 at 2:31 AM

A week after he became chairman of Eric Clarke's board, Charles Goldman is heading the search to replace Clarke as Orion CEO-- at Eric's direction

Eric Clarke founded Orion in 1999 and built it to a $3.6 trillion AUA juggernaut, but he believes both he and the company are ready for a big change

May 22, 2023 at 5:13 PM

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Mentioned in this article:

Redtail Technology
CRM Software
Top Executive: Brian McLaughlin

SmartOffice
CRM Software
Top Executive: Tony Wang



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