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One firm's odyssey to upgrade its rebalancing system with Tamarac

The process was not without pitfalls, but the longterm gains outweighed the pain

Tuesday, September 13, 2011 – 3:16 AM by Guest Columnist Gerald E. Gasber CFP®, CFS, CIMC, CIMA
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Gerald Gasber: Because Tamarac Advisor integrates seamlessly with our PortfolioCenter database, we have significantly reduced data entry time and substantially reduced the potential for error in client accounts.

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Mentioned in this article:

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




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