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Tamarac Services

Free your staff

Hand off your regular back-office processes to Tamarac Services and experience dramatic time and resource savings that can be reapplied to revenue generating activities like building client relationships and bringing on more assets.

Your Tamarac Services team will download, post, and reconcile positions from your custodians and import your accounts, account holdings, and trade data into Tamarac.*

All reconciled data is integrated into the various Tamarac systems, so you can simply sign in and start working with the most current financial information. Run reports in Tamarac Reporting, monitor and trade accounts in Tamarac Trading, and access current account and household information in Tamarac CRM – all while working with current and accurate data provided daily by Tamarac Services. With Tamarac Services working to reconcile, update, and audit your data daily, your firm is always prepared for quarter-end or any other reporting period your firm defines.

* The timely posting of custodial data is contingent upon when Tamarac receives the files from the custodians.

What outsourced services can include

Daily position reconciliation
Daily data audits
Account aggregation
Compliance reporting
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