Advisor® 9
A powerful and integrated suite of core applications available to RIAs of all sizes
The largest contributor to an RIA’s inefficiency is that a significant amount of manual processes are used throughout their operations. These manual processes consume an inordinate amount of time and resources and are prone to error. Additionally, many back-office technologies are disparate and cause inefficiencies in portfolio
management processes due to redundant workflows and duplicate data entry.
Tamarac frees your time to focus on your customers and business by reducing time and resources spent managing back-office operations through automation of
portfoliomonitoring, rebalancing, cash management and tactical trading.
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