Articles tagged "Matt Stroh"
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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
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
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
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
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
