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Articles written by Guest Columnist Gerald E. Gasber CFP®, CFS, CIMC, CIMA

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Gerald Gasber: Because Tamarac Advisor integrates seamlessly with our PortfolioCenter database, we have significantly reduced data entry time and substantially reduced the potential for error in client accounts.

One firm's odyssey to upgrade its rebalancing system with Tamarac

The process was not without pitfalls, but the longterm gains outweighed the pain

September 13, 2011 at 3:16 AM

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