Tamarac

Tamarac enables RIAs, independent broker-dealers, and wealth management firms to automate workflows, improve accuracy, and deliver data-driven insights through customizable dashboards and client portals. Core features include client portal, portfolio management, client management, portfolio rebalancing, risk management tools for account access, portfolio oversight, trading adjustments, and risk monitoring. 2026 Q1 updates introduced expanded trading oversight capabilities, selective sync functionality, improved account search tools, refreshed billing UI, new grouping options in Report Studio, and redesigned mobile client experience. Upcoming 2026 features include zero downtime features like unlocking accounts and trading pages, in-app notifications, and faster data processing with reconciliation outside of Portfolio Center.