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What Tamarac's overhauling of its Advisor Xi has yielded

The Seattle company's wants RIAs to buy into its whole system so it's sprinting to create the latest word in integration

Tuesday, January 17, 2012 – 6:09 AM by Heather Underwood
Admin:
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Matt Stroh: We've have had another consecutive year of over 50% revenue growth.

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 – 1:42 AM

Pete Giza and Damon Deru go for Holy Grail of portfolio rebalancing with software that shuffles stocks, bonds... and asset classes; Believe it?

The RedBlack and TradeWarrior executives see old systems as 'archaic' yet know that the Black Diamonds, Morningstars, Orions and Tamaracs see rebalancing as a loss leader

June 11, 2019 – 9:49 PM


Mentioned in this article:

Junxure
CRM Software
Top Executive: Greg Friedman

RedBlack Software
Trading/Rebalancing
Top Executive: Daniel Potter

SS&C Salentica
CRM Software

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




Jeff Brown

Jeff Brown

July 1, 2013 — 4:17 AM

Big surprise – Greg Friedman again knocking a competitor’s fully integrated solution. After receiving multiple emails announcing Junxure’s imminent release of a web-based CRM (announcements started early in 2012), his advice for RIAs might just be web-envy. It is difficult to understand how one who does not have a comparable offering can comment on what is bad about Tamarac’s solutions. As I am not a Tamarac employee, customer, nor RIA rep, I think RIA Biz can find a better resource for an opposing view.

Brooke Southall

Brooke Southall

July 1, 2013 — 4:23 AM

Jeff,

I accept the criticism leveled at RIABiz but please realize that it sounds like you have an ax to grind.

Brooke

Jeff Brown

Jeff Brown

July 16, 2013 — 5:54 AM

I absolutely do: it is the cozy relationship between RIZBiz and Mr. Friedman used to promote Junxure. As an industry veteran who likely has great insight, I would not have objected to Mr. Friedman’s comments had he been identified as a principal of his wealth management firm Private Ocean. Once Junxure was introduced into the discussion, it became fair game in the same way Tamarac was fair game for review.

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