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Third Party Integrations
Tamarac integrates with all standard portfolio management systems and third party back-office providers.
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 (API).
While our system currently has integrations with the following application providers, we can work with most any system provider.
Portfolio Management, Reporting and Back-Office
Other Advisor Services
Back-Office Service Providers
Custodians
CRM / Office Management
Account Aggregations
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