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"We’re always looking for ways to communicate to clients all that we’re doing for them. At the firm level, Tamarac’s technology enables us to document our activity in a way that’s time efficient and displays a log of what we’ve done."
"The technology partner we chose was truly that, a partner. Tamarac helped us tremendously throughout the integration process and has continuously enabled us to meet the changing technology needs of our firm to deliver an evolving and better client experience."
SS&C Advent, a business unit of SS&C Technologies, provides cutting-edge portfolio management and accounting solutions to global institutional asset and wealth management firms, enabling automation, risk mitigation, and future-focused strategies.
Addepar is the financial operating system that brings common sense and data-driven investing to their financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, …
Black Diamond Wealth Platform is an award-winning, cloud-native solution designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an …
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