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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
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Joel Bruckenstein: iRebal is still better technology but Tamarac is 'infinitely better' than it was two years ago.

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Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product

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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

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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

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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

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See more related moves

Mentioned in this article:

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


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



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,




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