• Tamarac

  • Tamarac

    Tamarac is a technology platform for independent financial advisors. It provides portfolio management, client relationship management (CRM), and reporting tools. Tamarac helps advisors manage client accounts, automate workflows, and provide personalized financial advice

Relevant Sub categories

Accounting

A financial management tool that helps businesses track income, expenses, payroll, and tax compliance. It automates bookkeeping tasks, generates financial reports, and ensures regulatory compliance, making it essential for accountants, financial professionals, and business owners

Financial Analytical Applications

Provides tools for financial modeling, risk assessment, and predictive analysis. Used by finance professionals and analysts for data-driven decision-making.

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Vertex Q Series Vertex Q Series
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NeoXam Manager NeoXam Manager
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2Checkout 2Checkout
Bancontact Bancontact
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PayU PayU
Plaid Plaid
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Quantrax Quantrax
Razorpay Razorpay
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SAP Policy Management SAP Policy Management
SS&C Evare SS&C Evare
Stripe Billing Stripe Billing
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Wirecard Wirecard
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Allvue Allvue
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Blackrock Aladdin Blackrock Aladdin
Bloomberg Tradebook Bloomberg Tradebook
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CDK Desking CDK Desking
Certent Disclosure Management Certent Disclosure Management
CGI ACLS CGI ACLS
CGI CACS Enterprise CGI CACS Enterprise
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Clearview Software Clearview Software
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DealCloud DealCloud
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DXC Hogan Systems DXC Hogan Systems
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EbixExchange EbixExchange
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Excel4Apps Excel4Apps
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FICO Blaze Advisor FICO Blaze Advisor
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FICO TRIAD FICO TRIAD
Fidelity TouchPoint Fidelity TouchPoint
Fidessa Fidessa
FirstStrike FirstStrike
FIS Aligne FIS Aligne
FIS APT FIS APT
FIS Front Arena FIS Front Arena
FIS Global BancLine FIS Global BancLine
FIS Global Bankway FIS Global Bankway
FIS Global Metavante FIS Global Metavante
FIS Global Plus FIS Global Plus
FIS Global Systematics FIS Global Systematics
FIS Integrity FIS Integrity
FIS InvesTier FIS InvesTier
FIS Quantum FIS Quantum
FIS SunGard FIS SunGard
Fiserv Cleartouch Fiserv Cleartouch
Fiserv DataSafe Fiserv DataSafe
Fiserv FinKit Fiserv FinKit
Fiserv Precision Bank Platform Fiserv Precision Bank Platform
Fiserv Premier Fiserv Premier
Fiserv Signature Fiserv Signature
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Fiserv XP2 Fiserv XP2
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Fundbox Fundbox
Fusebill Fusebill
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HPE Consumption Analytics HPE Consumption Analytics
IHS Markit (All Products) IHS Markit (All Products)
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Interactive Brokers Interactive Brokers
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Ion ITS Ion ITS
Ion Treasura Ion Treasura
ISGN LoanDynamix ISGN LoanDynamix
Jack Henry & Associates Jack Henry & Associates
Jack Henry & Associates Silverlake Jack Henry & Associates Silverlake
Marketo Financial Management Marketo Financial Management
Medisolution Virtuo Medisolution Virtuo
MeridianLink LoansPQ MeridianLink LoansPQ
Misys Misys
MX.3 MX.3
nCino nCino
Olympic Banking Olympic Banking
OnDeck Capital OnDeck Capital
Onguard Onguard
Ontario Systems (All Products) Ontario Systems (All Products)
OpusCapita OpusCapita
Oracle BRM (Oracle Billing & Revenue Management) Oracle BRM (Oracle Billing & Revenue Management)
Oracle Fusion Financials Oracle Fusion Financials
PeopleSoft Expenses PeopleSoft Expenses
PeopleSoft Financial Management PeopleSoft Financial Management
PRO-WARE Asset Keeper PRO-WARE Asset Keeper
RiskEnvision RiskEnvision
SAP Banking Industry Solutions SAP Banking Industry Solutions
SAP Cash Management SAP Cash Management
SAP CO-PA Accelerator SAP CO-PA Accelerator
SAP Convergent Charging (CC) SAP Convergent Charging (CC)
SAP Funds Management (FM) SAP Funds Management (FM)
SAP IS-Banking SAP IS-Banking
SAP Payment Engine SAP Payment Engine
SAP Transactional Banking for SAP S/4HANA SAP Transactional Banking for SAP S/4HANA
Sapiens Decision Sapiens Decision
SciFinance SciFinance
ServiceNow Cost Management ServiceNow Cost Management
Sistemi PROFIS Sistemi PROFIS
SmartStream SmartStream
Squirro Squirro
SunGard Loanet SunGard Loanet
Suplari Suplari
SynapseFi SynapseFi
Vermilion Software Vermilion Software
WebPay WebPay
Willis Towers Watson Willis Towers Watson
WinBEAT WinBEAT
Wipro Gallagher Wipro Gallagher
Workday Financial Planning Workday Financial Planning
Workday Financial Reporting and Analytics Workday Financial Reporting and Analytics
Zuora Billing Zuora Billing
Bloomberg Professional Services Bloomberg Professional Services
FICO Score FICO Score
TCI DecisionLender TCI DecisionLender
Temenos Temenos
Teradata Value Analyzer Teradata Value Analyzer
Tradier Tradier
Traiana Traiana
Trintech Trintech
Unit4 Financials Unit4 Financials

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