Apr 28, 2014
Tamarac doubles down on Microsoft to be more like Salesforce
Stuart DePina has beyond-skin-deep reason for liking Microsoft Dynamics but Salesforce has prettier-girl attributes
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Matt Stroh
5 articles
Articles tagged "Matt Stroh"
Jan 17, 2012
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
Jul 12, 2011
Interactive Advisory Software joins the horse race with VC funding, a new look, and new CEO
The updated user interface was built on the same technology at Gmail and it shows
Apr 12, 2011
The inside story of a giant RIA's move to Tamarac from Advent
The Seattle-based provider delivers Schwab PortfolioCenter, with a flair, to $2-billion Signature Estate
Jul 12, 2010
A close look at Tamarac's Advisor 9 and its strategic use of Schwab software
The Seattle company is trying to create a sense of familiarity for users with Outlook and PortfolioCenter features
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