Average Ratings 0 Ratings
Average Ratings 1 Rating
API Access
Has API
API Access
Has API
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