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Directed Trading
Execute your trades quickly to capture Alpha
The simple scenario of selling out of a position across all your accounts can be extremely time consuming and prone to errors when done manually. Tamarac Advisor automates directed trading across an unlimited number of accounts and/or households while taking into consideration:
- Short term gains
- Restrictions
- Redemption fees
- Account specific settings/preferences
- Tax consequences
- Custom account settings
- More…
If you're trading over 50 accounts, automation is a must. Tamarac provides intelligent automation that maintains your sophisticated approach.
Use Tamarac's filtering capabilities to quickly find the accounts or households that require directed trading action. Run various buy, sell or swap securities scenarios, produce client-facing reports with your recommendations and download multi-custodian formatted trade lists for easy upload and execution.
- Generate ready-to-execute block files and corresponding allocation files
- Trade multiple times a day
- Trade through multiple custodians
Tamarac simplifies pre-trade compliance requirements and post-trade compliance with easy to share and store electronic PDFs of trade recommendations and reasons.
Manage more accounts in less time with greater accuracy - enabling you to focus resources on revenue generating activities such as:
- New business development
- Client relationship management
- Research
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