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
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Top Executive: Bill Winterberg
Envestnet Inc
TAMP
Top Executive: Jud Bergman
Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina
Harold Evensky
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.
