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

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

Kevin Hollingsworth
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
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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iRebal
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Top Executive: Benjamin Welch
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Top Executive: Tom Nally
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Top Executive: Joel Bruckenstein
Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina