News - Tamarac Inc.
2011-11-01 06:45:00
Advisor View(TM): Dynamic performance reporting, fee billing, and customer portal application, supported by outsourced portfolio management servicesAdvisor Rebalancing®: Industry-leading portfolio rebalancing applicationAdvisor OMS(TM): FIX connection enabling straight-through processing of tradesAdvisor CRM®: Customizable RIA version of Microsoft Dynamics® CRMThird-party applications
2011-01-25 07:00:00
SEATTLE, Jan. 25, 2011 /PRNewswire/ -- Tamarac Inc., a leading provider of integrated portfolio management software and services, today announced being awarded Microsoft Gold Certified Partner status with competencies in Microsoft Dynamics CRM and hosting for its Advisor CRM offering.