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Tamarac claims what was unthinkable two years ago -- that it is on the same playing field as iRebal for rebalancing software

Tamarac has made leaps, say iRebal loyalists, but it had a long way to go

Friday, July 9, 2010 – 6:26 AM by Brooke Southall
Admin:
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Joel Bruckenstein: iRebal is still better technology but Tamarac is 'infinitely better' than it was two years ago.

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 – 1:42 AM

Robinhood gets 'brilliant' upper manager -- and a spare CEO -- by nabbing TD Ameritrade's ex-thinkorswim top exec, hopefully to throw a lifesaver to Robinhood's sinking stock

The Menlo Park, Calif., firm nabbed Steve Quirk as first-ever chief brokerage officer to 'bridge the gap between academia and reality.'

January 6, 2022 – 10:33 PM

Oisín's snippets: Charles Schwab brand goes up on Omaha's TD Ameritrade stadium, home of college baseball world series • Interactive Brokers lands an RIA custody insider, Charlie Latimer, to climb the custodian ladder

The TDA brand lives on until the techies figure out how to make two systems into one, but change is in the air in Omaha, while Interactive Brokers gets a leg up in the custody business with a new hire.

December 27, 2021 – 9:58 PM

Goldman Sachs nabs TD Ameritrade's Darla Sipolt for RIA custody; Kate Healy, Jim Dario and Peter Dorsey are among 1,000 staffers cut by Schwab post TD merger

Included in the wholesale reduction of the Omaha, Neb.-based broker's redundant talent, about 40% of TD Ameritrade's marketing staff also got word today they have no future with their San Francisco-based owner

October 27, 2020 – 1:20 AM

See more related moves

Mentioned in this article:

iRebal
Trading/Rebalancing
Top Executive: Benjamin Welch

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

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




Norman Berk

Norman Berk

July 9, 2010 — 3:02 PM

We have researched the IAS integrated system including rebalancing and found it on par or exceeding Tamarac.

Kevin Hollingsworth

Kevin Hollingsworth

July 9, 2010 — 8:48 PM

Brooke,

When you say “users” (Rebal – which experts estimate to have about 75 users ) do mean clients or actual end users?

Thanks,

Kevin

Brooke Southall

Brooke Southall

July 9, 2010 — 9:29 PM

Hi Kevin,

Yes, by “users” I meant firms-that-use-it as opposed to individual users. I should have made that clearer.

thanks for noting the distinction,

Brooke

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