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Tech Review: iRebal thrives after TD Ameritrade acquisition

The trailblazing rebalancer is tweaking its business model but staying focused on big RIAs

Thursday, August 5, 2010 – 5:32 AM by Heather Underwood
Admin:
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Ben Welch: iRebal’s client base, currently at 67 firms, has doubled in the last two year. It has also experienced a five-fold increase in developers to five full-timers

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See more related moves

Mentioned in this article:

iRebal
Trading/Rebalancing
Top Executive: Benjamin Welch

TD Ameritrade
Asset Custodian
Top Executive: Tom Nally

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




Matt Stroh

Matt Stroh

August 9, 2010 — 11:16 PM

Great article Heather. Quick point of clarity on J.D. Bruce’s comment, Tamarac’s Advisor 9 suite can be purchased separately or a combination there of. Most clients implement our rebalancing product first, since key rebalancing and trading functionality/information is integrated into our customer relationship management (CRM) and performance reporting applications. At the point a firm decides to add Advisor CRM or Advisor Performance Reporting, their rebalancing system is already setup and they have received training on the integrated functionality.

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