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Press Releases
Tamarac Announces Initial Integration Partners for Its Cloud-Based RIA Platform
Seattle, WA - November 2, 2011
Tamarac’s Advisor Xi offering opens the door for rapid third party integrationTamarac Releases Advisor Xi, the Next Generation of Its Cloud-Based RIA Platform
Seattle, WA - November 1, 2011
Tamarac Inc., a leading provider of integrated portfolio and customer management software and services for financial advisors, today announced the release of the latest version of its integrated RIA platform, Advisor® Xi.Tamarac Ranks Number 43 on the 100 Fastest Growing Private Companies List by Puget Sound Business Journal in 2011
Seattle, WA - October 19, 2011
Fourth Consecutive Year of 50% Revenue GrowthTamarac Named to 2011 Microsoft Dynamics President’s Club
Seattle, WA - October 12, 2011
Microsoft recognizes Tamarac for commitment to customersTamarac Opens East Coast Office to Maintain Service Excellence as Integrated RIA Platform Adoption Soars
Seattle, WA - July 12, 2011
2011 Year-to-Date Sales Exceed Total 2010 SalesIndustry veteran from Russell Investments joins Tamarac
Seattle, WA - June 7, 2011
Darryl Celkupa heads up Tamarac business development initiativesNew Board Member Announcement
Seattle, WA - March 16, 2011
Tamarac today announced that Kati Hvidtfeldt, Senior Director of Business Development at Microsoft, was elected to Tamarac's board of directors.Tamarac is a Microsoft Dynamics CRM Partner and a Microsoft Gold Certified Partner
Seattle, WA - January 25, 2010
Tamarac uniquely addresses the needs of independent advisors by deeply integrating its portfolio management suite with Microsoft Dynamics CRMTamarac releases the second version of its integrated portfolio management suite — Advisor X
Seattle, WA - October 27, 2010
Tamarac integrates its industry leading portfolio rebalancing software with performance reporting, portfolio accounting and a custom version of Microsoft Dynamics® CRMTamarac adds Advisor View to its integrated portfolio management suite
Seattle, WA - October 22, 2010
Advisor View includes a dynamic reporting application, an intuitive interface to build PDF performance reports and a customizable customer portal with document vaultTamarac adds straight-through processing of ETF and equity trades directly from its industry leading portfolio rebalancing application
Seattle, WA - September 30, 2010
Advisors can now route and track trades from creation through settlement using a single rebalancing and trading platformByAllAccounts and Tamarac Deliver All-in-One Platform for Financial Advisors to Streamline Operations and Workflow
BOSTON, MA (Marketwire - June 7, 2010)
Integrated Investment Management Now Combined With Aggregated Financial Account InformationTamarac expands its product offering by introducing an integrated suite of portfolio management applications
Seattle, WA - Sept 14, 2009
Building on its reputation for best-in-class software and service, Tamarac uniquely solves the technology and service needs of today's RIA.Tamarac AdvisorServices™ launches outsourced portfolio management solution
Seattle, WA - Sept 14, 2009
AdvisorServices combines Tamarac's best-in-class portfolio management platform with over nine years of experience in streamlining back-office workflows to deliver a premium outsourced solution.Large RIAs, firms managing over $500MM in assets, overwhelmingly choose Tamarac Advisor for their rebalancing and trading software
Seattle, WA - July 16, 2009
Tamarac Inc., the market leader in portfolio rebalancing and trading software for investment professionals, today announced that more than 50 of its RIA clients each manage over $500MM in assets, making Tamarac Advisor® the rebalancing software of choice for large RIAs.Focus Financial Partners, the leading partnership of independent wealth management firms, chooses Tamarac as their preferred portfolio rebalancing software vendor.
Seattle, WA - May 6, 2009
Five Focus Financial Partner firms implement Tamarac within first two months of agreementwww.tamaracinc.com is digitally verified by Starfield Secure Certification Authority.
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