Introduction

Advisor

	Introduction
	Features & Benefits
	Compliance
	Portfolio Review
	Rebalancing
	Directed Trading
	Cash Management
	Tax Management
	Third Party Integration
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Tax-Managed Indexing

Web-based System Security

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Advisor

Tamarac Advisor is a robust, web-based, global rebalancing and trade order generation system that provides customized, tax-efficient rebalancing across an unlimited number of accounts or families.

The Tamarac system can simultaneously rebalance many individual accounts or families of accounts at the same time, greatly reducing the time commitment for rebalancing. Each account or family is rebalanced in the most advantageous way possible according to advisor preferences and rebalancing factors such as risk, taxes and costs. Tamarac automatically creates uploadable, multi-custodian trade order files and supports a wide variety of security types including stocks, bonds, mutual funds, ETFs and alternative investments.

Other key features:

Cash Capability
Automatically raise or invest cash simultaneously across multiple accounts.
Restriction Capabilities
Legacy positions can be eliminated or restricted during rebalance.
Tax Loss Harvesting
Tamarac automatically identifies tax lots that can be sold in the most tax-efficient manner for each account or across families of accounts. Automates Tax Managed Core portfolios and Taxable Transition Management (TTM).
Help individual investors
Smoothly from high-fee, high-tax, high-risk stock portfolios to index-oriented portfolios with lower fees, lower taxes and less risk.
Fee Tracking
Tracks and controls mutual fund redemption fees at both the broker/dealer and mutual fund levels.
Substitute Securities
Automatically substitutes alternative securities for closed funds that remain in models.
Powerful Rebalancing Engine
Risk-based optimizer provides global rebalancing capability.
Flexible Integration
Integrates with leading portfolio management systems.

Schedule a personal demonstration today
and see how Tamarac can automate your rebalancing strategies.