Tamarac
435
Description
Tamarac is a suite of portfolio and client management software designed for registered investment advisors (RIA). These products enable users to monitor call dates, call amounts, funding accounts, and the vintage year of the investment, create, maintain, and track alternatives such as private investment performance, determine the valuation of the business, such as the total number of clients, average client age, and average revenue, coordinate the trading, tax-loss harvesting, and account-level customizations across multiple SMA strategies, and automate the review process of logged trades against executed trades. Products include Tamarac Reporting, Tamarac Trading, Tamarac CRM, Tamarac Unified Managed Account, and Tamarac PortfolioCenter Cloud.
Get A Quote
Complete the eligibities checklist now and get started with your online application
Companies Currently Using Tamarac
| Company Name | Website | Address | City | Zip | Employee Range | Top Level Industry | Sub Level Industry | Revenue (USD) | Phone |
|---|---|---|---|---|---|---|---|---|---|
| First Republic Bank | firstrepublic.com | 111 Pine St | San Francisco | 94111 | "From 5,000 to 9,999" | Finance | Banking | "Over $1,000,000,000" | (415) 392-1400 |
| TOTAL | totalenergies.com | T Otalenergie Se La Defense 6 2 Place Jean Millier | Courbevoie | 92400 | "Above 10,000" | "Energy, Utilities & Waste Treatment" | Oil & Gas Exploration & Services | "Over $1,000,000,000" | |
| Origin Energy | originenergy.com.au | 610 Oconnell St | Sydney | 2000 | "From 5,000 to 9,999" | "Energy, Utilities & Waste Treatment" | "Electricity, Oil & Gas" | "Over $1,000,000,000" | |
| MWM | mwm.net | 490 Prospect St | Salem | 44460-2627 | "From 1,000 to 4,999" | Manufacturing | "Industrial Machinery, Supplies & Equipment" | "From $50,000,000 to $99,999,999" | (330) 337-6127 |
| Evalueserve | evalueserve.com | Schutzengraben 20 | Schaffhausen | 8200 | "From 1,000 to 4,999" | Technical | Software Manufacturers | "From $200,000,000 to $499,999,999" |
