Tamarac Trading Industry-leading portfolio rebalancing and trading application
Tamarac CRM Highly integrated client relationship management application for independent RIAs built on Microsoft Dynamics CRM
Tamarac Reporting Dynamic performance reporting, fee billing, and customer portal application, supported by outsourced portfolio management services
Third-party integrations Documentation management, financial planning, account aggregation, Salesforc, Schwab Intelligent Integration, TD Ameritrade Veo, Fidelity WealthCentral, Pershing NetX 360, and more!