Tamarac
TAMARAC PORTFOLIOCENTER CLOUD
Tamarac PortfolioCenter Cloud is the perfect solution for emerging practices seeking to create efficiencies through cloud-based portfolio accounting technology, enhanced client reporting, and streamlined billing – all on a platform that is designed to grow with you. PortfolioCenter Cloud provides you with the ability to demonstrate your firm’s value. Designed with emerging practices in mind, this solution gives you the reporting flexibility to communicate information in a meaningful way to your clients. Flexible, customizable client reports demonstrate how their investments are being managed and the value you provide as their investment advisor.
2001
United States
- Investment-management
- English
Industries
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Investment-management
Licensing & Deployment
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Open Source
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Cloud Hosted
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Windows
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Mac
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Linux
Support
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Email
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Phone
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24x7 Support
Training
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Webinar
Knowledge Base
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Help Guides
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Video Guides
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Blogs
Media
Tamarac Core Features
Focus of Stock Portfolio Management Feature
- Client Management
- Data Warehousing
- Multi-Currency Support
- Portfolio Accounting
- Portfolio Rebalancing
- Stock Alerts
- Tax Management
- Technical Analysis
Tamarac Pricing
Pricing Type
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Contact Vendor
Preferred Currency
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USD ($)
Free Version
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No
Payment Frequency
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Quote Based
Tamarac Reviews
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