Your Tamarac Services team will download, post, and reconcile positions from your custodians and import your accounts, account holdings, and trade data into Tamarac.

All reconciled data is integrated into the various Tamarac systems, so you can simply sign in and start working with the most current financial information. Run reports in Tamarac Reporting, monitor and trade accounts in Tamarac Trading, and access current account and household information in Tamarac CRM – all while working with current and accurate data provided daily by Tamarac Services. With Tamarac Services working to reconcile, update, and audit your data daily, your firm is always prepared for quarter-end or any other reporting period your firm defines.