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features
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support
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API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

MoneyGuidePro
ProTracker Advantage
RightCapital
SaaSTech.io
Zuar Runner

Integrations

MoneyGuidePro
ProTracker Advantage
RightCapital
SaaSTech.io
Zuar Runner

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$300 per month
Free Trial
Free Version

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Deployment

SaaS
iPhone
iPad
Android
Windows
Mac
Linux

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Vendor Details

Company Name

Tamarac

Founded

2000

Country

United States

Website

www.tamaracinc.com

Vendor Details

Company Name

TaxPlanIQ

Founded

2020

Country

United States

Website

www.taxplaniq.com

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Product Features

Tax Planning

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

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