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How an Acquisition Brought Better Tech to Bronfman E.L. Rothschild

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When Rockville, Maryland-based Bronfman E.L. Rothschild acquired Highline Wealth Management in 2015, choosing a technology system was an important point of discussion. After thoroughly evaluating all the financial planning software solutions currently on the market, management decided to migrate the newly merged firm to Tamarac. Highline also headquartered in Rockville…

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