FiComm Partners
Filed under:
Consulting Firm,
Marketing Firm,
Public Relations Firm
Company info:
Top Executive: Jason Lahita
http://ficommpartners.com
973-460-7837
11771 Montana Ave. Ste 109
Los Angeles, CA 90049
What is the service or product you offer to RIAs?Communications strategies, PR. . . Credibility Marketing. We help our clients craft their unique messages to the market and then thoughtfully put them forth. We use all available communications tools to do this. You have worked hard to build your credibility – and we act as its third party champions and guardians, representing ...
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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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