In the News

• Financial Planning: Better Balance - Advisors recognize how rebalancing software can streamline portfolio management, but these unique tools can also enhance compliance – July 30, 2010
  
  "To improve operations, advisors are turning increasingly to sophisticated rebalancing software, which can plot the most efficient rebalancing trades for a client's..."
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• RIABiz: A close look at Tamarac's Advisor 9 and its strategic use of Schwab software – July 12, 2010
  
  "The Seattle company is trying to create a sense of familiarity for users with Outlook and PortfolioCenter features"
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• RIABiz: Tamarac claims what was unthinkable two years ago -- that it is on the same playing field as iRebal for rebalancing software – July 9, 2010
  
  "Long thought of as the number two player in portfolio rebalancing software, Tamarac Inc. is staking a claim to being the new industry leader."
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• 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."
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• Morningstar Advisor: Rebalancing the Back Office - February 25th, 2010
  
  "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...."
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• 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."
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• Investment News:First Look - Tamarac's Advisor 9 - January 13th, 2010
  
  "Tamarac's Advisor 9 offers a full range of features in one bundle..."
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• 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.”
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• CFA Magazine: Balancing Acts – January - February, 2010
  
  “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.”
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• Financial Planning 2009 Software Survey - December 1st, 2009
  
  "Tamarac’s integrated software suite places second behind Morningstar....."
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• 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...."
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• FP Pad: Tamarac 9 is Industry’s Latest Integrated Solution for Advisers - September 11th, 2009
  
  "Tamarac is poised to quickly conquer the competition and become the industry standard in integrated software for independent registered investment advisers..."
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• Advisor Perspectives: A New Way to Measure Technology Adoption Return on Service - August 4th, 2009
  
  "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."
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• Virtual Office News: Morningstar's dbCAMS+ Integrates with Tamarac Advisor - June 1st, 2009
  
  "Morningstar, Inc. and Tamarac, Inc. recently announced that Morningstar's dbCAMS+ and Tamarac Advisor can now be integrated..."
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• Virtual Office News: Embracing Process Change to Drive Profitability - January 1st, 2009
  
  "Typical fee-only or fee-based based RIA firm has experienced erosion in top-line revenue..."
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• InvestmentNews: Tamarac Updates Advisor - July 28th, 2008
  
  "The new version is far more navigable than its predecessor,..."
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• InvestmentNews: Technology Roundtable Transcript - June 16th, 2008
  
  "What do you see as the greatest technology challenge facing advisers?"
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• Financial Planning: Revisiting Rebalancing - April 1, 2008
  
  "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."
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• Morningstar: What I learned at the TD Ameritrade Partnership 2008 Conference - February 14, 2008
  
  "Of the advisors I spoke with, about two out of three seemed to be leaning toward Tamarac..."
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• Investment Advisor: Checking in with Mark Spangler – June 1, 2004
  
  "Advisors use Tamarac as a tool to set up separate accounts and monitor and rebalance them."
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• Investment Advisor: Instrumental. Separate account partners can provide advisors wit – July 1, 2002
  
  "With Tamarac, we can drive down the internal cost because now we are not paying someone outside of us to do the optimization, the tax trading, and swapping,”
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Press Releases

• June 7th, 2010
  Integrated Investment Management Now Combined With Aggregated Financial Account Information
• September 14th, 2009
  Tamarac expands its product offering by introducing an integrated suite of portfolio management applications
• September 14th, 2009
  Tamarac AdvisorServices™ launches outsourced portfolio management solution
• July 16, 2009
  Large RIAs, firms managing over $500MM in assets, overwhelmingly choose Tamarac Advisor for their rebalancing and trading software
• May 6, 2009
  Focus Financial Partners, the leading partnership of independent wealth management firms, chooses Tamarac as their preferred portfolio rebalancing software vendor
• September 24, 2008
  Tamarac's exceeds $100 billion in client assets under management
• September 23, 2008
  Tamarac broadens portfolio rebalancing and trading platform features, automating more back-office processes for financial advisors
• July 22, 2008
  New version of Tamarac Advisor unveiled
• January 4, 2008
  Tamarac Secures Financing
• July 10, 2007
  Mathieu Stroh Joins Tamarac as Vice President of Marketing
• April 16, 2007
  Stuart DePina Joins Tamarac as Chief Executive Officer
• October 31, 2006
  Assets Managed on Tamarac Advisor Rebalancing and Trade Order Management System Soar to $12 Billion
• September 6, 2006
  Financial Advisor Partners Help Tamarac Inc. Develop Family Account Enhancement for Premier Rebalancing Software
• July 25, 2006
  The Mutual Fund Store Selects Tamarac's Portfolio Management System
• September 19, 2005
  Tamarac Releases Advisor 5.0. Power Functionality Added for Mutual Funds, Trading and Tax Loss Harvesting. Product to Demo at Schwab Impact Conference in Seattle September 25 to 28.
• May 4, 2004
  Individually Managed Accounts Poised for Explosive Growth Tamarac Well Positioned to Benefit with Veteran Management Team and the Release of Tamarac 4.0
• September 18, 2003
  Tamarac Announces Enhanced Functionality and New Product Suite
• October 29, 2002
  Tamarac Chosen By Bishop Street Capital Management
• August 19, 2002
  CheckFree and Tamarac Partner On Separate Accounts
• August 06, 2002
  Tamarac Chosen By Tarpley & Underwood
• July 11, 2002
  New Tamarac Release Enables Distribution of SMAs, MSAs, MDAs on a Mass Scale
• May 08, 2002
  Tamarac Inc. Joins Advent Software Certified Integration Vendor Program
• March 12, 2002
  Tamarac Inc. Partners With ADVISORport
• February 26, 2002
  Tamarac Inc. Closes $2.1 Million Investment Round
• February 26, 2002
  Tamarac Adds Exchange Traded Funds to its Proprietary Optimization Procedure
• January 15, 2002
  Balasa Dinverno Foltz & Hoffman LLC Licenses Tamarac to Power In-house Separate Account Management Services