Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sharesight Reviews & Ratings
    470 Ratings
    Company Website
  • Capitalcore Reviews & Ratings
    45 Ratings
    Company Website
  • 3Commas Reviews & Ratings
    3,264 Ratings
    Company Website
  • OANDA Reviews & Ratings
    52,211 Ratings
    Company Website
  • Elation Health Reviews & Ratings
    72 Ratings
    Company Website
  • Tealstreet Reviews & Ratings
    27 Ratings
    Company Website
  • Tickeron Reviews & Ratings
    7 Ratings
    Company Website
  • Nurp Reviews & Ratings
    386 Ratings
    Company Website
  • FundCount Reviews & Ratings
    13 Ratings
    Company Website
  • 1000pip Climber Forex Robot Reviews & Ratings
    96 Ratings
    Company Website

What is Tamarac?

Tamarac operates as a broad platform that consistently grows its network of integration partners, providing your business with the flexibility and assistance needed to automate operations more effectively. By leveraging Tamarac’s client portal, interactive reporting capabilities, customizable PDF documents, secure document storage, budgeting tools, mobile app, and integrated financial planning services, your firm can significantly improve client engagement and demonstrate the value it offers. With the ongoing development of Tamarac’s features and a focus on centralized data management, firms can create detailed workflows that enhance efficiency across a unified platform. Founded in 2000 as a Software as a Service (SaaS) provider, Tamarac is dedicated to delivering outstanding service. By focusing on innovation and employing cutting-edge technology, Tamarac actively incorporates user input to make significant improvements to its services; regular field testing guarantees that the platform remains leading-edge in a rapidly changing industry. This dedication to maintaining an edge over market trends is a key factor that sets Tamarac apart from its rivals, ensuring that users receive a continuously evolving and relevant experience. As a result, firms can adapt to new challenges and opportunities, further solidifying Tamarac's role as a vital partner in their success.

What is Comarch Wealth Management?

Comarch Wealth Management is a comprehensive platform that equips you to provide exceptional investment guidance to a diverse clientele, regardless of their evolving needs. Within minutes, you can determine the next steps to take, fostering continuous communication and building enduring relationships. Our system supports both clients and advisors in making informed investment choices methodically. Regardless of the volume of clients or their specific segments, the quality of your service will remain consistently high, irrespective of your advisors' experience levels. The platform enables you to grasp a client's entire investment landscape with just a quick look, facilitating precise recommendations within a single meeting. Accessibility is enhanced through features like a client app, virtual meetings, and collaborative investment ideas. Moreover, staying updated on market trends and client activities becomes simpler, ensuring you remain well-informed and responsive to changes. Ultimately, this approach not only streamlines processes but also strengthens the bonds with your clients.

Media

Media

Integrations Supported

Check Point Quantum Network Security
Cisco ACI
Dell EMC NetWorker
EGrAMS
HPE Consumption Analytics
Huawei FusionStorage
IBM Cloud
Juniper Booking Engine
Microsoft 365
MoneyGuidePro
Oracle Cloud Infrastructure
Palo Alto Networks NGFW
Red Hat Cloud Suite
SaaSTech.io
Symantec Advanced Authentication
VMware Cloud
Veritas NetBackup
Zuar Runner

Integrations Supported

Check Point Quantum Network Security
Cisco ACI
Dell EMC NetWorker
EGrAMS
HPE Consumption Analytics
Huawei FusionStorage
IBM Cloud
Juniper Booking Engine
Microsoft 365
MoneyGuidePro
Oracle Cloud Infrastructure
Palo Alto Networks NGFW
Red Hat Cloud Suite
SaaSTech.io
Symantec Advanced Authentication
VMware Cloud
Veritas NetBackup
Zuar Runner

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Tamarac

Date Founded

2000

Company Location

United States

Company Website

www.tamaracinc.com

Company Facts

Organization Name

Comarch

Date Founded

1993

Company Location

Poland

Company Website

www.comarch.com/finance/banking/comarch-wealth-management/

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Popular Alternatives

Popular Alternatives

Fundamental Portfolio Manager Reviews & Ratings

Fundamental Portfolio Manager

Fundamental Software
VestmarkONE Reviews & Ratings

VestmarkONE

Vestmark
Co-Pilot Reviews & Ratings

Co-Pilot

FIX Flyer