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.

Screenshots and Video

Tamarac Screenshot 1

Company Facts

Company Name:
Tamarac
Date Founded:
2000
Company Location:
United States
Company Website:
www.tamaracinc.com

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
On-Site Training
Video Library
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Tamarac Categories and Features

Stock Portfolio Management Software

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