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Tamarac is a financial software helping organizations to invest rightly. It has crucial features such as client relationship management, performance reporting, customized fee billing, tax management, account monitoring, data analytics and others. The solution is highly used in small and mid-sized businesses than large enterprises. It can easily integrate with other financial software.

This finance ecosystem optimizes the operations with perfect integration of digital technology. It offers world-class portfolio and client management software and assists organizations in moving over to a fully integrated platform. The client portal in the software helps build virtual connectivity. So, advisors can have a seamless interaction with clients for better results. The Tamarac software offers automated solutions, hence saving the time of users. Many businesses have further increased their profitability via automation and exponentially increased customer satisfaction. The software is considered a dynamic solution and helps build right workflow, ensuring success for the organization in the long term.

This move to offer digital client experience by generating PDF performance reports and further securely including into document vault is what some organizations have experienced. It has the platform that unifies the reporting and trading feature in common intuitive software. Overall, the solution offers Tamarac trading, Tamarac reporting, support, Tamarac CRM, integrations, Tamarac services.

With the onset of pandemic, this solution has gained much popularity among different organizations worldwide. Tamarac banking solutions significantly help wealth management firms with technology so that they can have an efficient financial service. Most companies that use Tamarac software are from financial services, insurance, accounting industries among others. They are primarily from United States followed by Ukraine.

The benefits of using Tamarac are that it helps organizations provide flexible technology training options, offers daily support, provides industry leading technology, and other benefits.

Companies that use Tamarac

Company Name Website Contact Info Revenue
Dakota www.dakotasinks.com (954) 987-3430 $5 Million
Washington trust www.washtrust.com (401) 348-1200 $233 Million
West Financial Services www.westfinancial.com (703) 847-2500 $5 Million
Toth Financials www.toth.com (617) 252-0787 $10 Million
Steward www.steward.org (469) 341-8800 $6 Billion

Companies Using Tamarac, Market Share & Customers List

Banking Software Market Share (in %)

Number of Tamarac Customers Based on Different Selects

Tamarac Customers by Country

Tamarac Customers by State-wise in the USA

Tamarac Customers by Industry

Tamarac Customers by Revenue

Tamarac Customers by Employee Size

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