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ThinkAdvisor - September 22, 2017
Taking a ‘Textbook’ Approach to Tech
When it needed to overhaul its technology platform, Weston Financial was methodical in its search.
T3 Tech Hub - July 25, 2017
Technology Champions are Key to Upgrades Done Right
For financial advisors, the message is loud and clear: invest in technology now or risk being left behind.
WealthManagement.com - June 30, 2017
Wealthtech Roundup
eMoney integrates CapitalROCK technology for DOL compliance, Envestnet Tamarac adds auditing capabilities, AssetMark launches a business assessment tool, and other wealthtech news.
ThinkAdvisor - MARCH 27, 2017
Is Your Technology Working Against You?
A wrong decision in your tech purchases can take you away from clients and make you less efficient.
TheStreet - March 8, 2017
Aside from Robotics, Low-Fee ETFs and the Fiduciary Rule, Everything's Just Rosy for RIAs Right Now
Despite challenges from robo-advisor services and passively-managed funds, registered investment advisors are optimistic about their future.
Wealth Management - February 09, 2017
Five Ways a Client Portal Can Transform Your Practice, by Stuart DePina
Five tips to help your practice stay ahead of the curve.
ThinkAdvisor - OCTOBER 20, 2016
Technology Integration Critical to Compete With Wirehouses
IWM built a more attractive technology offering to draw talented advisors away from wirehouses
IRIS - OCTOBER 17TH, 2016
Build or Buy? To Truly Modernize Your RIA Practice’s Technology, Choose the Latter
The question in the headline is one that entrepreneurs across all industries ask themselves as their businesses grow and compete.
ThinkAdvisor - OCTOBER 3, 2016
How an Acquisition Brought Better Tech to Bronfman E.L. Rothschild
More accurate billing and more time with clients were key benefits of new tech platform.
WealthManagement.com - October 21, 2016
Envestnet | Tamarac Wins 2016 Wealth Management Award for Advisor Rebalancing
WealthManagement.com Industry Awards recognize the companies and organizations that support financial advisor success.
ETF.com - July 28, 2016
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 - June 17, 2016
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 - Jun 10, 2016
June 2016 Fintech Report Card: 8 Top Tech Events
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.
ThinkAdvisor - MAY 27, 2016
Stuart DePina: Advisor Tech Entrepreneur and Intrapreneur — The 2016 IA 25
If you want to understand how technology can make advisors of all kinds more efficient, listen to Stuart DePina
FPPad - May 20, 2016
FPPad Bits and Bytes for May 2016
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.
WealthManagement.com - May 19, 2016
Envestnet Tamarac Gives Third Parties Access to Advisor Xi
Though Envestnet Tamarac has invested a lot over the years to build an extensive ecosystem of cloud-based advisor technology on its Advisor Xi platform, it is rethinking its walled-garden approach.
ThinkAdvisor - APRIL 25, 2016
7 Pioneers Taking Advisor Tech to New Levels: The 2016 IA 25 Slideshow
IA 25 honorees are working hard to serve advisors' technology needs
InvestmentNews - February 04, 2016
Tech trends in a down market
When markets get volatile, advisers need technology more than ever. Brandon Rembe of Envestnet explains how to stay ahead of the game.
Tech Faves - January 4, 2016
Stuart DePina, Group president, Envestnet | Tamarac
Financial Planning - November 25 2015
Advisors and Digital Technology: Adapting to Change
...We have a partnership with Envestnet Tamarac. It has a number of tools that simplify back office operations for our organization, such as Tamarac Advisor View and Tamarac Rebalancer...
InvestmentNews - November 24, 2015
Portfolio rebalancing breakdown
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.
InvestmentNews - November 9, 2015
How automation and integration can turn advisory firms into well-oiled machines
Advisers that resist embracing a truly integrated technology platform are missing out
PR Newswire - October 01, 2015
Washington Trust Wealth Management Selects Envestnet | Tamarac to Host Weston's Portfolio Management Platform
Weston Financial Group, Inc., a division of Washington Trust Wealth Management, announced that Advisor Xi from Envestnet | Tamarac has been chosen as its new platform for managing client accounts.
InvestmentNews - February 20, 2015
Having integrated technology can improve RIAs' businesses
Examples of how RIAs can make workflows more efficient by making sure their technology communicates
Technology Tools for Today - November 10, 2014
Engaging Your Clients Online
End-to-End Web-Based Solutions Give Advisors the Keys to Success
RIABiz – September 9, 2014
Envestnet-Tamarac wins four more RIAs with an average of $5 billion of AUM by selling a vision
The Seattle-based firm signs on CliftonLarsonAllen Wealth Advisors, Beacon Pointe Advisors, Convergent and Freestone
RIABiz – August 1, 2014
HighTower Advisors shows its breadth of appeal by nabbing a 25-year RIA veteran with Moss Adams DNA
The Great Northwest's Triad Wealth Stewardship is now Bellevue Hightower and will stick with Tamarac after a long trial period
MorningstarAdvisor – June 12, 2014
Game-Changing Technology Is Here
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.
InvestmentNews – May 21, 2014
9 best practices to implementing new technology
The process of shopping for new technology can be daunting for advisers. Here's 9 best practices to make your life easier.
RIABiz – April 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
William Blair News – March 11, 2014
William Blair Rolls Out New Technologies to Enhance Its Private Wealth Client Experience
William Blair & Company today announced its latest step in the continued enhancement of its private wealth management technology platform.
ThinkAdvisor – February 20, 2014
Envestnet Launches 7 ‘ETF Alternative’ SMA Portfolios
Index-based Quantitative Portfolios from Envestnet | PMC uses Tamarac software to provide tax alpha for HNW clients
RIABiz – February 14, 2014
This MBA chose an RIA, now with $1.4 billion AUM, but as a business model, not as professional choice per se
Neal Simon says that -- Ric Edelman aside -- nobody is plotting expansion like him
InvestmentNews – February 11, 2014
Envestnet | Tamarac to update its integrated platform for RIAs
New version of Advisor Xi scheduled for launch this spring
RIABiz – February 7, 2014
How heavy the lifting was to get a $1-billion wirehouse team to independence in 2014 after a de facto false start in 2007
Kneen and Clayton were still on Windows 2003 version at UBS, a metaphor for why they have moved to Focus Financial and Tamarac software
ThinkAdvisor – December 20, 2013
2014 Tech Goal: Go Where Your Clients Are
Neal Ringquist, Stuart DePina and Doug Besso talk about why smart use of tech tools will help RIAs thrive.
Financial Planning – December 1, 2013
What's New in Advisor Tech?
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 – November 26, 2013
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
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
InvestmentNews – November 25, 2013
Four tech trends drive Charles Schwab Advisor Services platform upgrades
Mobile applications, cloud computing, big data and integration all critical to advisers’ way of doing business
InvestmentNews – June 24, 2013
Schwab Intelligent Technologies Expands Envestnet | Tamarac® Integration, Adds NaviPro Planning Suite and MoneyGuidePro to Schwab OpenView Gateway for RIAs
Strategic investments continue to build on Schwab Intelligent IntegrationTM vision; New web trading platform to launch in Q3
InvestmentNews – June 18, 2013
Envestnet Finds 20% Income Rise for RIAs Who Integrate Tech
Independent RIAs say more integration across their platforms is the top item to which they would dedicate their technology budget
InvestmentNews – June 18, 2013
Surprise, surprise: Survey finds RIAs with integrated technology = higher revenue and AUM
Integrated technology leaves firms more time for client-interfacing activities and prospecting and makes them more efficient
Financial Advisor Magazine – June 18, 2013
Advisors Earn 20% More With Technology Integration, Study Finds
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.
Financial Planning – June 13, 2013
How Technology Integration Pays Off for RIAs
Firms with improved technology integration can potentially double client assets, increase revenue by an average of $100,000 and spend a third less time on operations processes
RIABiz – May 28, 2013
5 things Envestnet is doing to grow even faster than most of its clients
The outsourcer boasts year-over-year quarterly revenue growth of 43% by adding advisors and what it sells to them
CCLS – March 31, 2013
Solutions for Compliance Professionals
In February 2013, the Securities and Exchange Commission’s (“SEC”) Office of Compliance Inspections and Examinations (“OCIE”) issued their exam priorities for 2013
RIABiz – February 19, 2013
The Mutual Fund Store makes big moves: storming Manhattan, going big on Tamarac and quadrupling its disc jockey force
With John Bunch in charge and Warburg Pincus capital in the tank, the $7.4 billion RIA is making an honest effort at creating a national mass-affluent firm
RIABiz – December 21, 2012
Tamarac picks second Microsoft partner to handle spike in demand from big RIAs
Stuart DePina wants Salentica's sheer personpower to avoid getting flooded by his own pipeline
On Wall Street – November 8, 2012
Are Your Clients' Investments Ripe for Tax Harvesting?
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.
RIABiz – October 14, 2012
Tamarac listens to advisers' suggestions and implements them
A few weeks ago, I had the privilege of presenting the keynote address at Envestnet | Tamarac's sixth annual user conference
RIABiz – September 4, 2012
A $2.5 billion RIA makes its mass-market bid for thousands of new clients
Hewins Financial is making the no-minimum move after a six-figure investment in Tamarac software
RIABiz – June 6, 2012
Schwab shifts its strategy on its massive Intelligent Integration
Hathi said that the best example of the firm’s new strategy is its relationship with Tamarac
InvestmentNews – May 20, 2012
Hopes for Tamarac deal: A 'one-stop portal' for front and back offices
Schwab Advisor Services said last week that Tamarac will be the latest “selected participant” to be added to its lineup of advisory platforms
RIABiz – May 17, 2012
Schwab taps Tamarac as its next integration partner
The allure was Microsoft CRM and a significant overlap in customer bases
InvestmentNews – May 17, 2012
Schwab taps Tamarac as next integration partner
The latest 'selected participant' added to Schwab's Intelligent Integration platform(s)
Financial Planning – April 1, 2012
Mobile Management
To woo young clients, advisors are increasingly using on-the-go technology.
Registered Rep. – March 13, 2012
The Battle for Outsource Supremacy
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.
RIABiz – March 12, 2012
The top 10 people to watch in the RIA business in 2012, Part 1
Forces changing the trajectory of the RIA movement
RIABiz – February 9, 2012
Looking for a second growth spurt, a billion-dollar-plus RIA hires away a Nuveen global ops man
Patrick Goshtigian, new president of EP Wealth Advisors has taken over back-office operations from its founders and is also heading up its expansion efforts
InvestmentNews – February 2, 2012
Tech vendors unveil new offerings at TD's conference
A new version of IAS; Tamarac integrates with Veo
AdvisorOne – February 2, 2012
Fear of Flying: Jumping From Wirehouse to Independence
Advisors who leave a wirehouse for an independent or hybrid business model may soar, but they must overcome anxiety about the unknown
RIABiz – January 18, 2012
Tamarac shuts out Black Diamond from integration
The Seattle-based software company says it's a data issue but Black Diamond says it'll expend resources to serve mutual clients
RIABiz – January 17, 2012
What Tamarac's overhauling of its Advisor Xi has yielded
The Seattle companys wants RIAs to buy into its whole system so it's sprinting to create the latest word in integration
AdvisorOne – January 3, 2012
Choosing a Cloud-Based Platform
Cloud computing? Software as a Service (SaaS)? What does it all mean?
Financial Planning – December 1, 2011
Tech Survey
Financial planners tell us which software, hardware and advisory platforms are emerging as favorites - and why
AdvisorOne – November 12, 2011
Schwab Impact Video
Stuart DePina of Tamarac on New Advisor Xi Platform
Registered Rep – November 8, 2011
Live at Schwab IMPACT 2011
What advisors should think about when outsourcing software needs
Financial Planning's AdvisorTV – November 8, 2011
Close-Up: Schwab IMPACT
Tamarac's Daryl Celkupa says today's range of technology choices is "unprecedented
Technology Tools for Today – November 1, 2011
Selecting an SaaS Vendor
What You Need to Know
InvestmentNews – November 1, 2011
Tamarac announces availability of Advisor Xi – November 1, 2011
Tamarac Inc. today announced availability of the latest version of its web-based integrated portfolio and customer management platform for advisers, Advisor Xi
FPPad – November 1, 2011
Tamarac announces Advisor® Xi, new integration partners, facilitates document management for advisers – November 1, 2011
Tamarac’s integrated platform expands connections to popular document management software applications
InvestmentNews – October 12, 2011
Tamarac makes it into the club
The company has been named to the 2011 Microsoft Dynamics President's Club
RIABiz – September 13, 2011
One firm's odyssey to upgrade its rebalancing system with Tamarac
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
InvestmentNews – August 24, 2011
The top 20 technology products used by advisers
The most popular products, overall, according to an InvestmentNews survey
InvestmentNews – June 19, 2011
Advisers: How do you know when it's time for an upgrade?
Financial advisers, whether solo practitioners or members of a multiperson firm, need to think regularly about whether their technology is keeping pace with their business needs
Financial Planning's AdvisorTV – May 5, 2011
The Tech Needs of Advisors
At the Tiburon CEO Summit, Stuart DePina, CEO of software provider, Tamarac Corp., discusses what firms need to do with technology to service clients more effectively
RIABiz – April 28, 2011
How five recent RIABiz articles caught readers' attention and what bigger stories they tell
If advisors blinked in the last two weeks, telling chapters of growth slipped by
RIABiz – April 28, 2011
Eavesdropping on the Tiburon CEO Summit: A cross-advisory channel power crowd converges on Wall Street Ritz-Carlton
Tiburon Strategic Advisors held its CEO Summit on April 13 and 14 at the Ritz Carlton Hotel in New York City for 172 people
RIABiz – April 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
RIABiz – April 12, 2011
How a $2 billion LA-based Schwab RIA doubled in size in five years with a laid-back California style
The John Hancock agents behind Signature believe they have cracked the code for near 100% retention
InvestmentNews< – February 13, 2011
CRM systems for the big guys
For larger advisory firms, choosing the right system is like selecting the right marriage partner
Wall Street & Technology – February 10, 2011
A Look at Asset Dedication's Virtual Business Model
A virtual business model built on best-of-breed technology proves to be the ideal solution for a small subadvisory firm with big dreams
Morningstar Advisor – February, 7 2011
2010's Best Tech for Advisors
In an annual tradition at Morningstar Advisor, December's column reviews the best technology of the past year for financial advisors and recognizes three truly exceptional products or services
Financial Planning Magazine – January, 31 2011
Silent Partner
The operations side of the business is often overlooked, but an efficient, integrated and automated system can help a young firm reach its potential
Financial Advisor Magazine – December 5, 2010
X Marks The Spot
The result is a more integrated, intuitive platform that is truly impressive
Financial Planning – December 1, 2010
Technology Survey 2010
Tamarac Advisor, which has only been around for about a year, has already grabbed a 3% share. That's impressive for a new entrant into the space
Morningstar Advisor – November 11, 2010
For Independent Integration, X Marks The Spot
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
RIABiz – October 28, 2010
Schwab chooses some giant software partners, apparently with big RIAs in mind
In a widely anticipated announcement that opened a small window into its priority Schwab Advisor Services used the IMPACT 2010 stage to anoint two vendors for Schwab Intelligent Integration
Financial Planning – July 30, 2010
Better Balance - Advisors recognize how rebalancing software can streamline portfolio management, but these unique tools can also enhance compliance
To improve operations, advisors are turning increasingly to sophisticated rebalancing software
RIABiz – July 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
RIABiz – July 9, 2010
Tamarac claims what was unthinkable two years ago -- that it is on the same playing field as iRebal for rebalancing software
Long thought of as the number two player in portfolio rebalancing software, Tamarac Inc. is staking a claim to being the new industry leader.
InvestmentNews – May 3-7, 2010
Advisers hang on for next market dip
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.
Morningstar Advisor - February 25th, 2010
Rebalancing the Back Office
Using a performance attribution methodology, McAfee and Barnes said that they believe Tamarac has actually improved their clients' return on investment by approximately 135 basis points
Advisor Perspectives - February 9th, 2010
Transforming Your Business with an Integrated Solution
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 - January 13th, 2010
First Look - Tamarac's Advisor 9
Tamarac's Advisor 9 offers a full range of features in one bundle
InvestmentNews – January 10, 2010
Tamarac takes a leap by offering a single solution
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.
CFA Magazine - February, 2010
Balancing Acts – January
Baker Avenue Asset Management in San Francisco said his firm evaluated several programs and found that Tamarac was the option most frequently recommended by the advisers with whom they consulted.
Financial Planning - December 1st, 2009
2009 Software Survey
Tamarac's integrated software suite places second behind Morningstar
InvestmentNews
Tamarac announces new Advisor 9 and outsourced services - September 11th, 2009
To date, Tamarac Inc. has been known for its re-balancing and trade order generation platform, but that is about to change
FP Pad - September 11th, 2009
Tamarac 9 is Industry's Latest Integrated Solution for Advisers
Tamarac is poised to quickly conquer the competition and become the industry standard in integrated software for independent registered investment advisers
Advisor Perspectives - August 4th, 2009
A New Way to Measure Technology Adoption Return on Service
The "right" technology should free up time that can be better, more effectively spent on further enhancing client relationships and on delivering better and more personalized service.
Virtual Office News - June 1st, 2009
Morningstar's dbCAMS+ Integrates with Tamarac Advisor
Morningstar, Inc. and Tamarac, Inc. recently announced that Morningstar's dbCAMS+ and Tamarac Advisor can now be integrated
Virtual Office News - January 1st, 2009
Embracing Process Change to Drive Profitability
Typical fee-only or fee-based RIA firm has experienced erosion in top-line revenue
InvestmentNews - July 28th, 2008
Tamarac Updates Advisor
The new version is far more navigable than its predecessor
InvestmentNews - June 16th, 2008
Technology Roundtable Transcript
What do you see as the greatest technology challenge facing advisers?
Financial Planning - April 1, 2008
Revisiting Rebalancing
The good news is that Tamarac lets you create rules to address just about any situation you're likely to encounter. In addition, Tamarac makes managing clients' cash positions easier
Morningstar - February 14, 2008
What I learned at the TD Ameritrade Partnership 2008 Conference
Of the advisors I spoke with, about two out of three seemed to be leaning toward Tamarac
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