More advisors manage their portfolios using Tamarac's portfolio monitoring and rebalancing software than any other premium solution available.
Tamarac's web-based portfolio management system gives you the freedom to grow your business by automating critical back-office functions such as:
- Portfolio monitoring
- Rebalancing
- Cash management
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- Tactical trading
- Tax-loss harvesting
- Trade order generation
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Spend more time on clients, referrals and research while delivering a higher level of wealth management services.
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