Tamarac provides institutional level technologies and outsourced portfolio management services to independent advisors – both breakaway and established.
Tamarac Advisor® is a web-based RIA platform that integrates: CRM, performance reporting, portfolio rebalancing, trading, customer portal and various thir party applications. Additionally, Tamarac provides outsourced portfolio management services, run by financial services ...
Salentica is a vertically integrated software firm, driven to provide the best client management solutions for RIA’s, family offices, and wealth management client.
Salentica CRM is a customizable CRM system powered by Microsoft Dynamics CRM and built to manage the demands of clients with an array simple, easy-to-use tools ...Read More »
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