Articles tagged "Tamarac"
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What Tamarac's overhauling of its Advisor Xi has yielded
The Seattle company's wants RIAs to buy into its whole system so it's sprinting to create the latest word in integration
January 17, 2012 at 6:09 AM
Volatile markets spark interest in rebalancing software - along with questions about how much is necessary
The Wall Street Journal publishes an article looking at rebalancing's efficacy and tops execs at Tamarac and RedBlack offer thoughts
November 9, 2011 at 4:45 AM
An advertiser's-eye view of Schwab IMPACT and the mini-city of marketing it created
Three days of conversations, recycled swag and ancillary events
November 7, 2011 at 3:29 AM
Dynasty Financial wins the account of Lori Van Dusen's new RIA through Focus Financial
The arrangement holds the possibility of a symbiotic advisor-vendor relationship between the wealth management platform and the big aggregator
October 18, 2011 at 2:15 PM
Tamarac CEO: Mark Spangler's big trouble with the feds won't harm Tamarac
It's a PR issue for the Seattle software dynamo after the the former NAPFA chairman, former Tamarac chairman and RIA faces a heavy SEC scrutiny and FBI investigation
October 17, 2011 at 3:27 AM
AdventConnect Report: Black Diamond will sell rebalancing software and better reporting on alternative investments
The Advent Software division will still collaborate with RedBlack and iRebal but some RIAs will switch to the new Black Diamond offering
September 13, 2011 at 3:19 AM
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
Orion snags $2 billion Rehmann Financial account from Black Diamond
The mega-Michigan-based RIA had hyper-specialized needs
August 23, 2011 at 5:55 AM
Interactive Advisory Software joins the horse race with VC funding, a new look, and new CEO
The updated user interface was built on the same technology at Gmail and it shows
July 12, 2011 at 3:14 PM
Turnaround artist has almost completed her revamp of Cornerstone Revolutions
Mary Hepler was hired on behalf of an unidentified private equity group to catch up to Advent, Tamarac, and PortfolioCenter in features and tech
July 1, 2011 at 5:59 AM
How one RIA is running his practice on a Mac and finding it totally doable
Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop
June 29, 2011 at 3:06 PM
One RIA's unvarnished views on Advent, Black Diamond, Tamarac, IAS, Orion and Schwab PortfolioCenter after an odyssey of test drives
Benjamin Baldwin is making the jump from PortfolioCenter to Orion after a brief affair, and lingering love, for Black Diamond
June 6, 2011 at 2:57 PM
After tortoise-like beginnings, AssetBook is now on-the-hop in portfolio management software
Rob Major takes what he learned in building Techfi to make AssetBook a functional, no-frills system
May 25, 2011 at 1:51 PM
How five recent RIABiz articles caught readers' attention and what bigger stories they tell
If advisors blinked in the last two weeks, telling chapters of growth slipped by
April 28, 2011 at 1:18 PM
How a $2 billion LA-based Schwab RIA doubled in size in five years with a laid-back California style
The John Hancock agents behind Signature believe they have cracked the code for near 100% retention
