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Harold Evensky drops Schwab PortfolioCenter for more expensive Tamarac

The principal of Evensky & Katz / Foldes liked that he got more technology without losing Schwab at the core

Author Sanders Wommack December 22, 2014 at 4:38 PM
1 Comment
no description available
Stuart DePina: It's not an inexpensive proposition.

Technology


Harold Evensky

Harold Evensky

December 22, 2014 — 11:28 PM

As I believe the article headline is significantly misleading I wish to make clear, Evensky & Katz/Foldes Financial DID NOT “DROP” Schwab Portfolio Center. As one of the earliest users of Centerpiece (the predecessor to Portfolio Center) and a long time user of Portfolio Center, we have been extremely pleased with the software. We were particularly pleased when it became part of the Schwab family. As the very last line in the article notes, Portfolio Center is the underlying engine for Tamarac. In making our decision to work with Tamarac we believe we have the win-win benefit of BOTH Portfolio Center and Tamarac.


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Mentioned in this article:

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

Envestnet Inc
TAMP
Top Executive: Jud Bergman

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina



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