Integration Partners
Deep and meaningful integration.
Integration Partners
Deep and meaningful integration.


Open Architecture
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 API has already been used to integrate with many application providers, our API is free to be used to customize an integration with any software your firm is using.


Our Partners

Account Aggregation
Analytics & Research
CRM
Custodian Platforms
Document Management
Financial Planning
Managed Accounts
Trading & Rebalancing





“With Advisor Xi, we feel we could double or triple our practice without missing a beat and, more importantly, without any dilution to the client experience.” Mark Choate, Principal - Malaga Cove Capital LLC


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