Solution introduction

Efficient portfolio management begins with disciplined and flexible portfolio construction

The leader in portfolio rebalancing technology

More RIA firms choose Tamarac than any other rebalancing software provider. Whether you're using a passive or active management strategy, Tamarac dramatically abbreviates the trading process while adhering to your investment strategies, custom account settings, restrictions, and tax sensitivity settings.

Tamarac Trading delivers much more than portfolio rebalancing. Automate your model portfolio construction and management, monitor your accounts for trading triggers, make tactical trades, execute trades directly with your broker, and reconcile trades from the previous day with the click of a button.

The Tamarac platform combines trading and reporting in a single intuitive software interface. Your firm will benefit from dramatically streamlined portfolio management workflows and the ability to provide your clients with a superior holistic wealth management experience.

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