White Paper
RIA Technology Solutions - Defining a Successful Implementation - October 15, 2014
Many registered investment advisors (RIAs) find themselves in a predicament when they decide to upgrade their technology solutions. While the added benefits associated with integrated practice management technology are clear, that of helping RIAs to operate more efficiently, the crowded playing field of technology vendors creates uncertainty regarding how to choose the best product or ensure a smooth transition and rollout. This paper provides a detailed example and tips for RIAs to nail down a successful technology implementation.
White Paper
RIA Productivity and Profitability: Integration Pays - June 11, 2013
This white paper examines the impact that technology integration can have on an independent RIAs' practice in terms of economic benefits and efficiency. This study also presents a set of case studies of Tamarac clients.
White Paper
Profitability is the New Paradigm - November 19, 2008
This white paper highlights steps RIAs are taking to mitigate the negative impact of current market conditions in an effort to retain and or return to profitability.