News, Vision & Voice for the Advisory Community


A close look at Tamarac's Advisor 9 and its strategic use of Schwab software

The Seattle company is trying to create a sense of familiarity for users with Outlook and PortfolioCenter features

Author Heather Underwood July 12, 2010 at 5:53 AM
no description available
Matt Stroh: Our clients tended to think our service reputation was the best of all the vendors they were working with, and they began relying on us more and more.


Matt Stroh

Matt Stroh

August 13, 2010 — 3:39 PM

Ted, I work for Tamarac and would like to address your comments – however, I’m not perfectly clear on the challenges you faced. Can you provide me with more details? Thank you for the opportunity.

Brooke Southall

Brooke Southall

August 20, 2010 — 1:27 AM

A comment by “Ted” was deleted after attempts to contact him failed. RIABiz encourages open discussion and allows anonymous posts — but we expect intellectual honesty from the posters, and we remove comments that seem to be potshots.

After Tamarac’s Matt Stroh made a good-faith effort to engage Ted in discussion and he got no response, we reached out to “Ted” directly. We also got no response.


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Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina

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