"Tamarac is focused on enabling advisors to better service the investors they support as well as run a more efficient business through our Advisor Xi suite and our integration partners. Leveraging the Morningstar® ByAllAccountsSM service to integrate investor 401(k), 529 and other held away assets has clearly become an area where advisors have been able to provide incremental value to their clients. Over the course of the last year we’ve seen a significant increase in the number of advisors adopting a strategy to provide advice to all of their investor’s assets and ByAllAccounts is the perfect solution to deliver this value."

-Stuart Depina Chariman & CEO Tamarac

Stuart Depina Chariman & CEO Tamarac