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
Matt Stroh
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
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.
Brooke
Related Moves
Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product
The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.
July 23, 2020 at 1:42 AM
Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina
