---
description: Get information about Tamarac price, usability & features from verified user experiences. Read reviews from Indian business users & discover similar tools.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Tamarac Price, Features, Reviews & Ratings - Capterra India
---

Breadcrumb: [Home](/) > [Stock Portfolio Management Software](/directory/31242/stock-portfolio-management/software) > [Tamarac](/software/173553/tamarac)

# Tamarac

Canonical: https://www.capterra.in/software/173553/tamarac

> Tamarac's platform provides portfolio management, performance reporting, CRM and trading tools for independent registered i
> 
> Verdict: Rated **5.0/5** by 2 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Who Uses Tamarac?

Registered investment advisors and independent broker-dealers, and wealth management firms.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 2 Reviews |
| Ease of Use | 4.5/5 | Based on overall reviews |
| Customer Support Software | 5.0/5 | Based on overall reviews |
| Value for Money | 4.5/5 | Based on overall reviews |
| Features | 4.5/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: Tamarac
- **Location**: Seattle, US

## Commercial Context

- **Pricing model**: Per Feature
- **Pricing Details**: Please contact Tamarac directly for pricing details
- **Target Audience**: 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Portfolio Management

## Integrations (7 total)

- Envestnet | Yodlee
- FactSet
- Gemini
- Mailchimp
- Microsoft Dynamic 365 CRM  (JourneyTEAM - Reseller)
- RightCapital
- Salesforce Sales Cloud

## Support Options

- Email/Help Desk

## Category

- [Stock Portfolio Management Software](https://www.capterra.in/directory/31242/stock-portfolio-management/software)

## Alternatives

1. [Portfolio Manager](https://www.capterra.in/software/218306/portfolio-manager) — 5.0/5 (1 reviews)
2. [StockwarePro](https://www.capterra.in/software/173101/stockwarepro) (0 reviews)
3. [VectorVest](https://www.capterra.in/software/119424/vectorvest-canada) — 3.5/5 (2 reviews)
4. [Comarch Wealth Management](https://www.capterra.in/software/173561/comarch-wealth-management) (0 reviews)

## Reviews

### "Build the workflows" — 5.0/5

> **Amanda** | *16 July 2020* | Financial Services Software | Recommendation rating: 10.0/10
> 
> **Pros**: Software integrates with our financial planning software, trading software and also with our investment performance software.
> 
> **Cons**: Can be overwhelming at first. Need to spend extensive amounts of time building out the software. Other than that it is great.
> 
> Overall great experience. I would suggest utilizing their software.

-----

### "Highly Recommended Software" — 5.0/5

> **Alexander** | *23 December 2020* | Financial Services Software | Recommendation rating: 10.0/10
> 
> **Pros**: Best  part about Tamarac is is functionality and integration features with other financial services software
> 
> **Cons**: There is nothing not to like here. Tamarac is dynamic and evolving daily. Updates are seamless and integrate into our business smoothly.
> 
> I would highly recommend Tamarac software to any financial services shop. Great daily experience

## Links

- [View on Capterra](https://www.capterra.in/software/173553/tamarac)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.capterra.com.de/software/173553/tamarac> |
| de-AT | <https://www.capterra.at/software/173553/tamarac> |
| de-CH | <https://www.capterra.ch/software/173553/tamarac> |
| en | <https://www.capterra.com/p/173553/Tamarac/> |
| en-AE | <https://www.capterra.ae/software/173553/tamarac> |
| en-AU | <https://www.capterra.com.au/software/173553/tamarac> |
| en-CA | <https://www.capterra.ca/software/173553/tamarac> |
| en-GB | <https://www.capterra.co.uk/software/173553/tamarac> |
| en-IE | <https://www.capterra.ie/software/173553/tamarac> |
| en-IL | <https://www.capterra.co.il/software/173553/tamarac> |
| en-IN | <https://www.capterra.in/software/173553/tamarac> |
| en-NZ | <https://www.capterra.co.nz/software/173553/tamarac> |
| en-SG | <https://www.capterra.com.sg/software/173553/tamarac> |
| en-ZA | <https://www.capterra.co.za/software/173553/tamarac> |
| fr | <https://www.capterra.fr/software/173553/tamarac> |
| fr-BE | <https://fr.capterra.be/software/173553/tamarac> |
| fr-CA | <https://fr.capterra.ca/software/173553/tamarac> |
| fr-LU | <https://www.capterra.lu/software/173553/tamarac> |
| it | <https://www.capterra.it/software/173553/tamarac> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra India","address":{"@type":"PostalAddress","addressLocality":"Mumbai","addressRegion":"MH","postalCode":"400051","streetAddress":"Gartner India Research & Advisory Services Pvt. Ltd. Raheja Towers 2nd Floor C-30 G- Block Bandra East Mumbai 400051 India"},"description":"Capterra India helps businesses find the best software. With verified reviews, prices & features, our interactive tool makes software selection fast & easy.","email":"info.india@gartner.com","url":"https://www.capterra.in/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.in/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra","https://www.instagram.com/capterra/","https://www.youtube.com/@CapterraIndia"]},{"name":"Tamarac","description":"Tamarac is an integrated wealth management platform software that provides portfolio management, performance reporting, client portals, billing, trading, CRM, data aggregation, reconciliation, unified managed account solutions, open integrations, consulting, training and support for independent Registered Investment Advisor firms. The software aims to offer a comprehensive technology solution for RIAs seeking capabilities for prospecting, onboarding, reporting, billing, trading, CRM, data aggregation, reconciliation, unified managed accounts, integration, consulting, training and support.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/21b98c7e-5b73-4c48-87b9-1538ec093c9c.png","url":"https://www.capterra.in/software/173553/tamarac","@type":"SoftwareApplication","@id":"https://www.capterra.in/software/173553/tamarac#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.in/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":5.0,"bestRating":5,"ratingCount":2},"operatingSystem":"Cloud, Apple"},{"@type":"FAQPage","@id":"https://www.capterra.in/software/173553/tamarac#faqs","mainEntity":[{"name":"What Is Tamarac?","@type":"Question","acceptedAnswer":{"text":"Tamarac is an integrated wealth management platform software that provides portfolio management, performance reporting, client portals, billing, trading, CRM, data aggregation, reconciliation, unified managed account solutions, open integrations, consulting, training and support for independent Registered Investment Advisor firms. The software aims to offer a comprehensive technology solution for RIAs seeking capabilities for prospecting, onboarding, reporting, billing, trading, CRM, data aggregation, reconciliation, unified managed accounts, integration, consulting, training and support.","@type":"Answer"}},{"name":"Who Uses Tamarac?","@type":"Question","acceptedAnswer":{"text":"Registered investment advisors and independent broker-dealers, and wealth management firms.","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Stock Portfolio Management Software","position":2,"item":"/directory/31242/stock-portfolio-management/software","@type":"ListItem"},{"name":"Tamarac","position":3,"item":"/software/173553/tamarac","@type":"ListItem"}],"@id":"https://www.capterra.in/software/173553/tamarac#breadcrumblist"}]}
</script>