Tamarac
Curated by SignalPortfolio management platform enhancing investment strategies for independent RIAs.
Overview
Tamarac is a portfolio management platform designed for independent Registered Investment Advisors (RIAs) within the fintech sector. The platform incorporates technology such as artificial intelligence and machine learning to assist wealth managers in refining investment strategies and improving client outcomes. Tamarac offers various services, including performance reporting, client portals, and workflow automation, which support real-time analytics and compliance with regulatory standards. The platform specifically targets independent RIAs, aiming to meet the demand for technology solutions that facilitate investment management and client engagement. Additionally, Tamarac features a Unified Managed Account Solution and collaborates with technology providers to enable RIAs to offer personalized, data-driven advice.
Key facts
- Founded
- 2000
- Headquarters
- Seattle, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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- Phone
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