Each Advisory firm has its own unique needs. Tamarac respects the ability for firms to select best-of-breed software for their core back-office. Tamarac supports an open database architecture that facilitates the exchange of data with third party technology companies through its application programming interface.

While our system currently has integrations with the following application providers, we can work with most any system provider.

Custodians

We can work with almost any custodian. Contact a sales consultant for details.

• Fidelity
  
• Schwab
  
• TD Ameritrade
  
• Merrill Lynch
  
• Pershing
  
• Raymond James
  

Portfolio Management, Reporting and Back-Office

• Adhesion
  
• Advent - Axys and APX(Compatible up to version 3.8)
  
• Advent OnDemand (ABOS)
  
• CheckFree - CheckFree APL
  
• Schwab Performance Technology - Portfolio Center
  
• Captools
  
• Morningstar Office
  

Other Advisor Services

• TD Ameritrade - Veo
  
• Fidelity - Advisory Channel
  
• Schwab - Schwab Institutional
  

Back-Office Service Providers

• Schwab Performance Technologies
  
• BOSS
  

Account Aggregations

• ByAllAccounts
  

Indexes

Upload or create your own blended indexes.

• Barclays Capital
  
• Merrill Lynch
  
• Citigroup
  
• CBOE
  
• FTSE
  
• Standard & Poor's
  
• NASDAQ