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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National Society of Compliance Professionals (NSCP)
Filed under:
Association,
Compliance Expert,
Conference
Company info:
Top Executive: Eric Cieplik
http://www.nscp.org
860-672-0843
22 Kent Road
Cornwall Bridge, CT 06754
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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![Mitchell Reiner: It's advisors that created this, [it's] not a 1-800 number.](http://images5.riabiz.com/i/15331005/t)
![Stuart DePina: If business hadn't exploded in the past six months, we would have taken on all comers [in-house].](http://images4.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].")
