Web-based Software

Advisor^® 8

Grow your business at the pace you want using the efficiencies of Tamarac's web-based portfolio rebalancing and trade order generation software - Advisor.

Tamarac frees your time to focus on your customers and business by reducing time and resources spent managing back-office operations through automation of portfolio monitoring, rebalancing, cash management and tactical trading.

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Tax-Managed Indexing

Differentiate your firm by bringing the tax-loss harvesting power of tax-managed core portfolios in-house through Tamarac's automated web-based software.

Tax-managed core portfolios can be constructed to mimic the performance of a standard equity index while holding a subset of the securities in the index. Loss harvesting can be performed regularly to generate losses used to offset gains in other assets of a client's holdings, such as a hedge fund or other aggressive alpha strategy.

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