Tamarac Rebalancing App To be Added To Schwab Intelligent Integration

Tuesday, June 25, 2013 08:45
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Tamarac Rebalancing App To be Added To Schwab Intelligent Integration

Advisor Rebalancing from Tamarac will be the first third-party rebalancing application to be included on the Schwab Intelligent Integration platform.

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"The integration will empower advisors to make more informed portfolio rebalancing and trading decisions based on real-time custodial data, without logging into multiple applications," says Tamarac in a press release. "Advisor Rebalancing will also be integrating with Schwab's new web trading platform to provide advisors with streamlined processing of account-level trades as well as block trades and allocations."

 

 

 

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