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Schwab taps Tamarac as its next integration partner

The allure was Microsoft CRM and a significant overlap in customer bases

Thursday, May 17, 2012 – 4:14 PM by Brooke Southall
Admin:
0 Comments
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Neesha Hathi: We take client feedback very seriously and we've been watching (Tamarac) for a long time.

Related Moves

Oisín's Doubletakes: Clara Shih returns to Salesforce after 11-year hiatus • Focus reloads for M&A with $500 million debt raise, taking its credit north of $1.5 billion • Goldman Sach's 2020 partners list looks less homogenous -- even 'accretive' of women

Former HearSay CEO returns to her mother corporation • Focus Financial Partners debt levels soar 50% on fresh debt issuance • Goldman adds diversity, but snubs Marcus partnerships

February 6, 2021 – 2:39 AM

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


Mentioned in this article:

Junxure
CRM Software
Top Executive: Greg Friedman

SalesForce
CRM Software
Top Executive: Marc Benioff

SS&C Salentica
CRM Software

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




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