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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.
Sure enough, yesterday I posted about announcements coming from technology vendors leading up to Schwab’s IMPACT 2009 Conference.
Today, Tamarac Inc., best known for their SaaS rebalancing solution, announced the release of its Tamarac Advisor® 9 platform (coverage from InvestmentNews). This platform expands on the company’s rebalancing offering to include the following technologies:
I participated in a webinar on June 9 hosted by InvestmentNews titled “50 Cost-Saving and Money-Making Ideas in 50 Minutes” (blogged about here).
The replay of that webinar is available here or use the embedded player below (my portion begins at the -27:50 time point).
I highlighted the following 10 technology tips to help advisers cut costs and increase revenue:
