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Tamarac Trading delivers much more than
portfolio rebalancing. Automate your
model portfolio construction and
management, monitor your accounts for
trading triggers, make tactical trades,
execute trades directly with your broker,
and reconcile trades from the previous day
with the click of a button.
The Tamarac platform combines Trading
and Reporting in a single intuitive software
interface. Your firm will benefit from
dramatically streamlined portfolio
management workflows and the ability to
provide your clients with a superior holistic
wealth management experience.
Why Envestnet |
Tamarac Trading?
