Tamarac Advisor® is a web-based software application that delivers considerable gains in back-office efficiency by automating critical areas of portfolio management such as monitoring, rebalancing, tax management, directed trading and post-trade reconciliation.

The savings in time and firm resources will make your businesses more efficient, profitable, scalable, and create more time to for clients and referrals.

Tamarac also provides in- depth training, consulting and ongoing support to ensure they receive the highest returns on their technology investment. Your firm can generating trades through Advisor in as little as 30 days.