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Tamarac Inc. is the leading provider of sophisticated, scalable portfolio management technology that enables investment managers to provide customized, tax-efficient, individual account management to a multitude of clients.
 
 

Founded in 1985, Client Marketing Systems, Inc. has provided software for the financial services industry for more than 20 years.

 
 
Interactive Advisory Software is the industry's leading wealth management software company, serving the specific needs of independent financial advisors and broker/dealers nationwide.
 
 

Morningstar Office is our complete practice and portfolio management system for independent financial advisors.

 
 
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