Tag: investment management CRM

April 7, 2020 David Gemma

PRESS RELEASE NEW YORK – April 6, 2020 – Koch Industries, Inc. announced that it has completed the acquisition of the remaining portion of Infor from Golden Gate Capital. Infor, a global leader in business cloud software specialized by industry, has been a key component of Koch’s technological transformation. Koch companies have made more than…

February 29, 2020 David Gemma

Press Release – Koch Industries Agrees to Acquire All of Infor
NEW YORK – February 4, 2020 – Infor, a global leader in business cloud software specialized by industry, announced today that an affiliate of Koch Equity Development LLC has entered into a definitive agreement to acquire the remaining equity stake in Infor held by Golden Gate Capital.
Koch intends to quickly position Infor as one of the most well-capitalized companies in technology.
“Koch’s decision to acquire Infor is a strong endorsement of our product strategy…” said Kevin Samuelson, CEO of Infor.
See the entire release here http://tiny.cc/koch-acquires-infor

Note: UNAPEN’s ClientLogix CRM is built upon the Infor CRM Platform

May 3, 2017 David Gemma

CRM solutions in Financial Services typically focus on Institutional or PrivateClient but leave out the Wrap/SMA needs. ClientLogix is unique in that it handles all 3 complex types of business relationships out of the box.