The Most Comprehensive Technology Solution for RIAsTamarac provides best-in-class portfolio and client management software, empowering your firm to operate with greater efficiency and profitability, while delivering a superior level of service to your clients.
Upgrading your firm’s systems can be a significant undertaking. Tamarac has the experience and staff to support your business every step of the way. With proven consulting, training, and support, we have helped over 1,000 RIA firms make the transition to a fully integrated platform — and we maintain an over 97% retention rate.
From reporting to trading to CRM, buy only what your firm needs, knowing that Tamarac can support your business as you streamline more of your operations and client interactions.