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  1. 466 votes
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  2. 107 votes
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  3. 17 votes
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    Anonymous commented  · 

    In addition to the benefits listed above, we have updated account names within Tamarac to make the accounts easier to identify. This gets pushed to eMoney rather than having an direct feed with the custodian and eMoney. It would be great to keep this structure with Redtail. Much easier.

  4. 18 votes
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  5. 359 votes
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  6. 729 votes
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  7. 66 votes
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  8. 10 votes
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  9. 20 votes
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