Tamarac Description
Tamarac is an open platform that has a growing number of supported integration partners. This gives your firm the flexibility and support it needs to automate more of its business. Tamarac gives you the tools to engage your clients better and show the value you provide with Tamarac's client portal and interactive reporting, customizable PDF reports and document vault. Tamarac also offers integrated financial planning, budgeting tools and a mobile app. Your firm can create end-to-end workflows across multiple platforms thanks to Tamarac's expanding capabilities and central data. Tamarac was established in 2000 as a Software as a Service company. Our focus is on customer service. Tamarac's focus is on innovation and best-in class technology. We can incorporate user feedback and make significant enhancements to our platform. Our field testing keeps us in the forefront of an ever-changing industry.
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Integrations
Company Details
Company:
Tamarac
Year Founded:
2000
Headquarters:
United States
Website:
www.tamaracinc.com
Media
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
In Person
Videos
Customer Support
Phone Support
Online
Tamarac Features and Options
Stock Portfolio Management Software
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
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