ETF.com This Fintech Tool A Swiss Army Knife For Advisors
ETF.com's July issue of the ETF Report names the Tamarac Advisor Suite as their Fintech Tool of the Month. See how Bronfman E.L. Rothschild is using Tamarac to leverage their time, so they can spend more time in front of the client and less time on the back-office items.
Technology Tools for Today Stuart DePina: Modern Technology Enables Easier Accounting for Jointly Owned Accounts, Trusts & LP – June 17, 2016
"Integrated" and "transparent" are common buzzwords associated with today's wealth management technology platforms—except when it comes to accounting for trusts with multiple beneficiaries, as well as limited partnerships and jointly owned accounts. But now, thanks to software updates within the industry, this is no longer the case.
ThinkAdvisor June 2016 Fintech Report Card: 8 Top Tech Events – June 10, 2016
Welcome to the June edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the last month.
On today’s broadcast, I’m on location at the Envestnet Advisor Summit. You’ll hear from Bill Crager about Open ENV, Stuart DePina on adding Salesforce integration to Tamarac, and hear how the Yodlee acquisition is enhancing the Envestnet platform.
InvestmentNews Portfolio rebalancing breakdown – November 24, 2015
Portfolio rebalancing software can save advisers hours and hours of work. Instead of manually rebalancing each client's portfolio one by one, advisers can change a batch of accounts, view assets and review recommendations.
MorningstarAdvisor Game-Changing Technology Is Here – June 12, 2014
Here's a newsflash for you, it is only going to get harder and more expensive the longer you wait. As software providers retire older versions by no longer providing support, advisors will be forced into adopting new programs under a time constraint.
Financial Planning What's New in Advisor Tech? – December 1, 2013
The move to the cloud is finally taking place. In category after category of this year's Financial Planning Tech Survey, we found software providers making the shift, and advisors responding. In CRM software, cloud-based providers are gaining share at the expense of desktop-based products; in portfolio management, advisors are moving to a hosted solution where a cloud version is unavailable.
RIABiz Envestnet struts upmarket stuff by signing $1.5-billion, a $3.3-billion, a $2.3-billion and a $4-billion RIA to big technology deals – November 26, 2013
Post-Tamarac acquisition and bolstering, the Chicago-based king of SMAs to IBDs poached accounts from the likes of The Colony Group, Henssler Financial, Laird Norton, RegentAtlantic from legacy RIA providers
Financial Advisor Magazine Advisors Earn 20% More With Technology Integration, Study Finds – June 18, 2013
Financial advisors at independent RIA practices with some degree of technology integration earn approximately 20 percent more in annual income than advisors at independent RIA practices with no technology integration, according to a white paper released today by wealth management technology provider Envestnet|Tamarac.
On Wall Street Are Your Clients' Investments Ripe for Tax Harvesting? – November 8, 2012
Maybe you fancy yourself such a staunch investor that you would never have a chance to utilize the practice, but selling a position at a loss and rebuying later, also known as tax loss harvesting, can give you and your client an advantage as 2013 closes in, according to Envestnet.
Registered Rep. The Battle for Outsource Supremacy – March 13, 2012
Envestnet President Bill Crager talks about the recent string of rapid acquisitions among outsource service providers, the appeal of the high net worth space and how Unified Managed Accounts are poised to change the industry.
Morningstar Advisor: For Independent Integration, X Marks The Spot – November 11, 2010
"Tamarac Inc. is the first independent provider to release a custodian-agnostic platform for advisors that integrates CRM, portfolio-management, rebalancing, and performance reporting all in one attractive solution."
InvestmentNews Advisers hang on for next market dip – May 3-7, 2010
"With the S&P 500 up 80% since March 2009 and the specter of a correction looming, financial advisers are scrambling to keep clients calm and to make key adjustments to their portfolios… The Center for Financial Planning Inc. has established a process to make sure that it can re-balance clients' portfolios more quickly in the event of a market dip."
Advisor Perspectives Transforming Your Business with an Integrated Solution - February 9th, 2010
"What happens at your firm when a client calls? Marie Swift looks at the typical activities that are kicked-off from a common client interaction and compares that to an office that's using an integrated software and services solution. Her findings call out dramatic gains in efficiencies for those firms that are ready for change."
InvestmentNews Tamarac takes a leap by offering a single solution – January 10, 2010
"…based on the strength of the company's re-balancing technology — a complex and challenging engineering endeavor, to be sure — industry analysts and experts consider Tamarac's entry into the [all-in-one solution] field promising."