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
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
Orion names 'left-brained' Natalie Wolfsen as CEO to replace Eric Clarke, and AssetMark, which synchronized its announcement, hires Michael Kim as her replacement
Orion Chairman Charles Goldman again lures his protege to self-replace, while Michael Kim was 'integral to AssetMark’s record financial performance over the past several years'
September 8, 2023 at 11:58 PM
Charles Schwab Corp. discloses imminent, sweeping 'TD Ameritrade' layoffs, indirectly revealed in new SEC filing that reports it will expense severance mostly in 2023 to gain 'incremental' $500 million synergy in 2024 and beyond
The Westlake, Texas, firm had not previously disclosed the cost of terminations -- people and offices -- or that so many of the farewells will happen by Dec. 30
August 22, 2023 at 12:46 AM
Apex nabs Jon Patullo from 'Schwabitrade' to 'raise the bar' and make his new firm's RIA system as 'frictionless' as the old one
The loved and admired TD Ameritrade software chief will bring his playbook -- and possibly Schwab's -- to Apex, which continues to try putting a winning front-end on its old Penson backend, a source says
October 11, 2022 at 12:40 AM
See more related moves
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
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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