Merrill Streamlines Their Platform To Deliver UMH for Clients
Last week, I was contacted by a reporter from FundFire looking for my comments on a new feature that Merrill Lynch has implemented as part of their $100 million platform consolidation project. The project, called Merrill One, is replacing five other legacy programs, some of which have been running for over 25 years. She was […]
How a Cold Call Led to a Deal with Scottrade for ASI’s Rebalancing Software
It was an idea born of convenience. Neal Ringquist, President and Chief Operating Officer of Advisor Software Inc., was planning a trip to St. Louis to meet with one of their clients, EverBank. He knew that Scottrade® Advisor Services was also headquartered there. The thought seemed natural to him to give them a call and […]
