| Products | Brochure |
| Tamarac Platform | |
| Tamarac Trading | |
| Tamarac Reporting | |
| Tamarac CRM | |
| Tamarac Support | |
| Case Studies | PDF |
| Steward Wealth Management | |
| Maryland Capital Advisors | |
| Stanford Investment Group | |
| Spectrum Management Group | |
| Henssler Financial | |
| Bronfman E.L. Rothschild | |
| White Papers & Research | PDF |
| Profitability is the New Paradigm | |
| RIA Productivity and Profitability: Integration Pays | |
| RIA Technology Solutions - Defining a Successful Implementation | |