Elevating Your Business
Filed under:
Other,
Marketing Firm,
Consulting Firm
What is the service or product you offer to RIAs?EduCoachingTM for financial professionals who want to focus on taking their business to the next level and creating a life they love.
While each client is different, some common areas of focus are:
• Marketing to attract your ideal clientele
• Networking to increase your net worth
• Creating strong strategic alliance and ...
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Envestnet | Tamarac
Filed under:
Trading/Rebalancing,
Portfolio Management System,
Performance Reporting,
CRM Software
RIA department info:
Contact: Mathieu Stroh
206.428.4657
What is the service or product you offer to RIAs?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 ...
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![Stuart DePina: If business hadn't exploded in the past six months, we would have taken on all comers [in-house].](http://images1.riabiz.com/i/18713318/t "Stuart DePina: If business hadn't exploded in the past six months, we would have taken on all comers [in-house].")
