Tamarac Advisor is a web-based rebalancing and trade order generation system that provides customized, tax-efficient rebalancing across an unlimited number of accounts or families, greatly reducing the time commitment for rebalancing.

Each account or family is rebalanced in the most advantageous way possible according to advisor preferences and rebalancing factors such as risk, taxes, and costs. Tamarac automatically creates uploadable, multi-custodian trade order files and supports a wide variety of securities-stocks, bonds, funds, ETF’s, etc.