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18 articles
The deal adds 2,300 Schwab PortfolioCenter RIA users to Tamarac's 1000 mostly high-end users, with a promise of easier migration (maybe) to the cloud
The $1.6 trillion RIA custodian gives real-time data to Black Diamond, Tamarac, Orion and others serving Schwab RIAs and small RIAs get PortfolioConnect for free as long as they don't want to track held away assets
The choice of the Omaha-based, open-source system by the giant DFA TAMP reflects the diverse needs of 140 RIAs -- and the need to up-robo client experience
Rivals cite lingering challenges for the ubiquitous software but its custody platform tie-in is a difference-maker, Joel Bruckenstein says
Index Fund Advisors carefully vetted Tamarac, Orion and Black Diamond for a year but gambled on the newer, smaller vendor -- with the veteran quarterback, Matt Abar
Tamarac has trusted relationships with several hundred RIA firms who might like outsourced investments on their dashboard
Hanson McClain is switching over from Schwab PortfolioCenter and Envestnet was the runner-up
The Advent Software division will still collaborate with RedBlack and iRebal but some RIAs will switch to the new Black Diamond offering
Company execs tell Wall Street analysts that in-house Axys migrations will be more likely and more profitable
Mary Hepler was hired on behalf of an unidentified private equity group to catch up to Advent, Tamarac, and PortfolioCenter in features and tech
The first-mover edge may hold for a while for Black Diamond and Orion
Long a favorite for the small RIA, its spiffier reports and early admission in Schwab's grand technology plan give it a bigger future
The Seattle company is trying to create a sense of familiarity for users with Outlook and PortfolioCenter features
Advent Portfolio Exchange is hitting its stride but mostly thanks to a whole new generation of customers
Florida custodian is opening its doors to career-changers and smaller IBD reps who want to become RIAs
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