Tamarac, Inc.

Software

Cloud-Based RIA Platform aids financial portfolio management.

Advisor® Xi integrates dynamic performance reporting, fee billing, and customer portal; portfolio rebalancing application; FIX connection; customizable RIA version of MS Dynamics® CRM; as well as third-party applications for documentation management, financial planning, and account aggregation. Users can choose how information is updated throughout platform, and integration lets advisors...

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Software

Tamarac Announces Initial Integration Partners for Its Cloud-Based RIA Platform

Tamarac's Advisor Xi offering opens the door for rapid third party integration SEATTLE - Tamarac Inc., a leading provider of integrated portfolio and customer management software and services for financial advisors, today announced the first wave of integration partners for its cloud-based RIA platform, Advisor® Xi. In this initial release, Tamarac has chosen Laserfiche® from Cities Digital,...

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Software

Portfolio Management Suite accelerates decision making process.

Advisor X integrates Advisor Rebalancing(TM), with n-tier modeling capabilities, as well as performance reporting, portfolio accounting, and custom version of Microsoft Dynamics® CRM. By embedding diverse functionality directly into CRM, modular and Web-based offering fosters accelerated action by advisors. Integrated dynamic performance reporting application calculates performance each day and...

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Software

Portfolio Management Software includes reporting application.

Via integrated, dynamic reporting application, Advisor View lets advisors view performance across all accounts in aggregate or by advisor, household, or any custom grouping. Functionality facilitates building of custom dashboards for daily monitoring or drilling down into specific report details. In addition to support for designing custom PDF performance reports, features include brand- and...

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Software

Tamarac Adds Straight-Through Processing of ETF and Equity Trades Directly from Its Industry Leading Portfolio Rebalancing Application

Advisors can now route and track trades from creation through settlement using a single rebalancing and trading platform SEATTLE -- Tamarac Inc., a leading provider of integrated portfolio management software and services, announced today the addition of straight-through processing of ETF and equity trades directly from its portfolio rebalancing application, Advisor Rebalancing®, using FIX...

Read More »
Software

Cloud-Based RIA Platform aids financial portfolio management.

Advisor® Xi integrates dynamic performance reporting, fee billing, and customer portal; portfolio rebalancing application; FIX connection; customizable RIA version of MS Dynamics® CRM; as well as third-party applications for documentation management, financial planning, and account aggregation. Users can choose how information is updated throughout platform, and integration lets advisors...

Read More »
Software

Tamarac Announces Initial Integration Partners for Its Cloud-Based RIA Platform

Tamarac's Advisor Xi offering opens the door for rapid third party integration SEATTLE - Tamarac Inc., a leading provider of integrated portfolio and customer management software and services for financial advisors, today announced the first wave of integration partners for its cloud-based RIA platform, Advisor® Xi. In this initial release, Tamarac has chosen Laserfiche® from Cities Digital,...

Read More »
Software

Portfolio Management Suite accelerates decision making process.

Advisor X integrates Advisor Rebalancing(TM), with n-tier modeling capabilities, as well as performance reporting, portfolio accounting, and custom version of Microsoft Dynamics® CRM. By embedding diverse functionality directly into CRM, modular and Web-based offering fosters accelerated action by advisors. Integrated dynamic performance reporting application calculates performance each day and...

Read More »
Software

Portfolio Management Software includes reporting application.

Via integrated, dynamic reporting application, Advisor View lets advisors view performance across all accounts in aggregate or by advisor, household, or any custom grouping. Functionality facilitates building of custom dashboards for daily monitoring or drilling down into specific report details. In addition to support for designing custom PDF performance reports, features include brand- and...

Read More »
Software

Tamarac Adds Straight-Through Processing of ETF and Equity Trades Directly from Its Industry Leading Portfolio Rebalancing Application

Advisors can now route and track trades from creation through settlement using a single rebalancing and trading platform SEATTLE -- Tamarac Inc., a leading provider of integrated portfolio management software and services, announced today the addition of straight-through processing of ETF and equity trades directly from its portfolio rebalancing application, Advisor Rebalancing®, using FIX...

Read More »

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