In the News

• 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?"
  Article:
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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."
  Article:
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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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Press Releases

• 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