Tamarac provides institutional level technologies and outsourced portfolio management services to independent advisors – both breakaway and established. Tamarac Advisor® is a web-based RIA platform that integrates: CRM, performance reporting, portfolio rebalancing, trading, customer portal and various thir party applications. Additionally, Tamarac provides outsourced portfolio management services, run by financial services ...
Top Executive: Eric Cieplik http://www.nscp.org
22 Kent Road
Cornwall Bridge, CT 06754
Founded in 1987
What is the service or product you offer to RIAs?
The National Society of Compliance Professionals, Inc.(NSCP) is the only membership organization exclusively serving the securities compliance profession. NSCP is THE source for information, education, certification, networking and advocacy. NSCP’s diverse membership includes over 1880 professionals at investment advisers, broker-dealers, insurance companies, investment companies, hedge funds, and banks ...
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