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Tamarac Trading

Efficient portfolio management begins with disciplined and flexible portfolio construction.

The Leader in Portfolio Rebalancing Technology

More RIA firms choose Tamarac than any other rebalancing software provider. Whether you're using a passive or active management strategy, Tamarac dramatically abbreviates the trading process while adhering to your investment strategies, custom account settings, restrictions, and tax sensitivity settings.
Tamarac Trading delivers much more than portfolio rebalancing. Automate your model portfolio construction and management, monitor your accounts for trading triggers, make tactical trades, execute trades directly with your broker, and reconcile trades from the previous day with the click of a button.

The Tamarac platform combines Trading and Reporting in a single intuitive software interface. Your firm will benefit from dramatically streamlined portfolio management workflows and the ability to provide your clients with a superior holistic wealth management experience.
Tamarac Trading delivers much more than portfolio rebalancing. Automate your model portfolio construction and management, monitor your accounts for trading triggers, make tactical trades, execute trades directly with your broker, and reconcile trades from the previous day with the click of a button.

The Tamarac platform combines Trading and Reporting in a single intuitive software interface. Your firm will benefit from dramatically streamlined portfolio management workflows and the ability to provide your clients with a superior holistic wealth management experience.

Top Features of Tamarac Trading

Model Portfolio ConstructionExtensive modeling capabilities enable efficient management across thousands of investors with different goals, risk tolerances, and investment objectives.
Daily Portfolio MonitoringInstantly look across all accounts and households for any custom criteria such as accounts that have drifted outside their target allocation, accounts that are holding too little cash, accounts that are holding unrealized gains and losses.
Cash ManagementExtensive cash management functionality and cash reserve tolerance bands make it easy to maintain proper cash reserves for each client's unique needs while adhering to the model, account restrictions, and tax sensitivity settings.
Directed TradesMake tactical moves, focusing on individual securities, across one or many client accounts, outside the constraints of a model.
Tax Management and Tax Loss HarvestingAutomate different tax loss harvesting strategies at the individual security level or across the entire account. Reinvestment of cash generated from harvesting activities is also automated so that the account can stay fully invested while taking the benefits of the tax loss harvesting opportunity.
RebalancingRebalance thousands of accounts and households in minutes. Take advantage of an “always on” rebalancing method and rebalance accounts as they meet your requirements.
Real-Time PricingCalculate trades with real-time pricing for U.S. equities and ETFs listed on U.S. stock exchanges, including NASDAQ, NYSE, NYSE Alternext, and over-the-counter exchanges.
Trade ReconciliationAutomate the review process of logged trades against executed trades from your custodian with the click of a button, fulfilling your SEC-mandated obligation.
Straight-Through ProcessingExecute mutual fund, ETF, and equity trades directly from Tamarac Trading. Streamline your trading workflows by routing and tracking trades from creation through settlement.
Integration and AccessibilityHandle client requests with greater efficiency using the deep integration built into Tamarac. Contextually link into Tamarac Trading and Reporting directly from Tamarac CRM or Salesforce at the account or household level to process cash requests, rebalance accounts, manage cash settings, view account settings, and more.
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