Tech Review: iRebal thrives after TD Ameritrade acquisition
The trailblazing rebalancer is tweaking its business model but staying focused on big RIAs
Matt Stroh
Great article Heather. Quick point of clarity on J.D. Bruce’s comment, Tamarac’s Advisor 9 suite can be purchased separately or a combination there of. Most clients implement our rebalancing product first, since key rebalancing and trading functionality/information is integrated into our customer relationship management (CRM) and performance reporting applications. At the point a firm decides to add Advisor CRM or Advisor Performance Reporting, their rebalancing system is already setup and they have received training on the integrated functionality.
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iRebal
Trading/Rebalancing
Top Executive: Benjamin Welch
TD Ameritrade
Asset Custodian
Top Executive: Tom Nally
Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina
