Davis Janowski, Tech Editor for Investment News writes today about Tamarac Inc., which is best known for its sophisticated portfolio re-balancing technology.
Tamarac is "stepping out of its niche and seeking to fill the broad needs of advisory firms by launching an all-in-one online platform. The effort is a bid to expand the company's business and address what its representatives describe as the lack of a comprehensive and truly integrated technology platform in the advisory market. In theory, the full platform will allow an advisory firm to run its entire operation with a set of laptops and an Internet connection."
This could be a game-changer for many firms!
Read the rest of Janowski's article here:
http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20100110/REG/301109968/1082/INIssueAlert01
Ideas and tips from Marie Swift, a nationally-recognized consultant who's worked with some of the top financial advisory firms nationwide for nearly twenty years. This blog spotlights financial services firms and allied institutions that Swift deems as adopting "Best Practices" in the industry. Swift also shares some of her own tools and ideas aimed at helping independent financial advisors.
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