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Guest Columnist Gerald E. Gasber CFP®, CFS, CIMC, CIMA

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Articles written by Guest Columnist Gerald E. Gasber CFP®, CFS, CIMC, CIMA

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.

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

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

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