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Two technology vendors that have been featured on FPPad before, ByAllAccounts and Tamarac, today announced a partnership to add ByAllAccounts’ account aggregation capabilities to the Tamarac Advisor® integrated portfolio platform.
Click here to read the press release ByAllAccounts and Tamarac Deliver All-in-one Platform for Financial Advisors to Streamline Operations and Workflow.
I last covered ByAllAccounts in February this year as the company started offering periodic webinars to advisors on a variety of practice management topics, including account aggregation.
And Tamarac was featured on FPPad in September of last year as it announced the release of Advisor® 9 platform.
It’s interesting to note that the September article indicated that Advisor already included support for ByAllAccounts account aggregation, so it’ll be interesting to see what enhancements, if any, are generated from this new relationship.
I’m putting some feelers out for more information and will do my best to report back as I receive it.
