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Tamarac

The Most Comprehensive Technology Solution for RIAs

Tamarac 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.

Portfolio management, performance reporting, client portal, billing and more.
Tamarac Reporting
Tamarac Reporting
Tamarac Reporting
Model management, account monitoring, trading, rebalancing and reconciliation.
Tamarac Trading
Tamarac Trading
Tamarac Trading
Client management, workflow automation and business intelligence.
Tamarac CRM
Tamarac CRM
Tamarac CRM
Hand off your regular back-office processes to Tamarac.
Tamarac Services
Tamarac Services
Tamarac Services
Tamarac is an open platform with a growing list of technology partners.
Integrations
Integrations
Integrations
Proven consulting, training and support available in-person, over the phone and online.
Support
Support
Support
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Tamarac Trading
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Tamarac Reporting
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