For performance, holdings, transactions, composites, and business intelligence reporting, Tamarac Reporting provides the flexibility to customize information to meet the specific needs of your firm. Tamarac is also a leader in data quality, giving your firm the confidence to stand behind the numbers.

Customizable Dashboard
Data is only useful if it’s easy to access, understand, and respond to. Tamarac empowers your staff with the ability to design and customize their own dashboards to present the information they need to do their jobs better. Instantly see a snapshot or your book of business and identify areas that require your attention. Because Tamarac provides all the portfolio management and client engagement tools you need, your staff are never more than a click away from providing a superior level of customer service.

Dynamic Reports
Tamarac delivers a range of interactive and customizable reports on everything from transactional information to holdings, account performance, asset allocation, and capital flows. Easily edit and design custom reports that meet your client’s needs, save them to the system, and share them out as needed. With Tamarac, you’re in charge of the information you want to look at and how to display it.

PDF Reports
Tamarac empowers your firm with the ability to easily build, edit, customize, and brand PDF reports that will dazzle your clients and strengthen the brand of your firm. When it’s quarter end, you can automatically generate and deliver custom reports electronically to your clients’ document vaults for secure access via their portal – all with the click of a button.