Whether you choose to continue using PortfolioCenter exactly as you are today, or enhance it with Tamarac's award-winning portfolio management technology, you retain complete control of your database, including transactions and history.
By adding Tamarac, your firm will benefit from our powerful client engagement tools, such as our advisor dashboard, dynamic and customizable PDF reports, business intelligence reports, client portal, mobile app and optional integrated trading, rebalancing and CRM software solutions - all using your trusted PortfolioCenter data.