Data Aggregation & Reconciliation
We understand the importance of data quality and the impact it has on trading and reporting. To ensure your firm has confidence in the data you use for everything from trading decisions to client reporting, Tamarac provides best-in-class data aggregation, trade reconciliation, and daily data audits, leveraging direct custodial and institutional feeds, Morningstar® ByAllAccounts, Quovo, Private Client Resources (PCR) and our own balance-only technology.
Tamarac analyzes and aggregates financial data using direct feeds from custodians, financial institutions and data aggregators. Tamarac ensures quality data flows seamlessly throughout our platform, allowing you to monitor and trade accounts, run reports, and access current household information – all with the confidence that a fully integrated system can provide.