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Articles tagged "Matt Stroh"


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Stuart DePina: It does close the gap with Salesforce.

Tamarac doubles down on Microsoft to be more like Salesforce

Stuart DePina has beyond-skin-deep reason for liking Microsoft Dynamics but Salesforce has prettier-girl attributes

April 28, 2014 at 5:59 PM

Matt Stroh: We've have had another consecutive year of over 50% revenue growth.

What Tamarac's overhauling of its Advisor Xi has yielded

The Seattle company's wants RIAs to buy into its whole system so it's sprinting to create the latest word in integration

January 17, 2012 at 6:09 AM

John Philpott: We think we have a pretty unique value proposition with the single consolidated platform and single consolidated database

Interactive Advisory Software joins the horse race with VC funding, a new look, and new CEO

The updated user interface was built on the same technology at Gmail and it shows

July 12, 2011 at 3:14 PM

Andrew Lin: All of the competitors are willing to roll up their sleeves but Tamarac didn’t say: We’re the best at everything.

The inside story of a giant RIA's move to Tamarac from Advent

The Seattle-based provider delivers Schwab PortfolioCenter, with a flair, to $2-billion Signature Estate

April 12, 2011 at 2:49 PM

Matt Stroh: Our clients tended to think our service reputation was the best of all the vendors they were working with, and they began relying on us more and more.

A close look at Tamarac's Advisor 9 and its strategic use of Schwab software

The Seattle company is trying to create a sense of familiarity for users with Outlook and PortfolioCenter features

July 12, 2010 at 5:53 AM

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