Platform Independence for Your Data Management

Our service is integrated with the leading wealth management systems, CRM solutions, reconciliation platforms and others, giving you the flexibility to select the best technology solution for your financial advisory business, both now and in the future. 

Please look at the list below and request a quote.


Portfolio management system

We recognize that your needs may change as your business grows. Our ability to translate data into a format best-suited for your needs means that we will continue to support you even if you change portfolio management systems. And this means that you’ll save time and money.

Archway Technology Partners
FINTREE Financial Services
Orion Advisor Services
Portfolio Pathway
Private Wealth Systems

"Tamarac is focused on enabling advisors to better service the investors they support as well as run a more efficient business through our Advisor Xi suite and our integration partners. Leveraging the Morningstar® ByAllAccountsSM service to integrate investor 401(k), 529 and other held away assets has clearly become an area where advisors have been able to provide incremental value to their clients. Over the course of the last year we’ve seen a significant increase in the number of advisors adopting a strategy to provide advice to all of their investor’s assets and ByAllAccounts is the perfect solution to deliver this value."

-Stuart Depina Chariman & CEO Tamarac

Stuart Depina Chariman & CEO Tamarac