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Alternatives to Tamarac

10 alternatives

  1. 1Portfolio Management, Investment Portfolio Management

    Orion Advisor Tech

    Wealth Management Platforms

    Wealth management technology platform for financial advisors with portfolio accounting.

    Portfolio accounting and performance reportingMulti account trading and rebalancingTax efficient portfolio management

    Price$1,083.33+ / month

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  2. 2Portfolio Management, Investment Portfolio Management

    Vestmark

    Portfolio Management

    Portfolio management and trading platform for wealth managers and broker-dealers with unified managed accounts and overlay management.

    Unified portfolio managementAutomated trading and rebalancingTax aware portfolio management
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  3. 3Portfolio Management, Wealth Management

    SigFig Wealth Management

    Investment Management Software

    B2B wealth management technology platform for banks and advisors with digital onboarding and portfolios.

    Tax efficient portfolio managementPortfolio goal trackingIntelligent portfolio optimization
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  4. 4Portfolio Management

    Showcase

    Portfolio Management

    Portfolio app for creators and freelancers to showcase work, capture leads, and build a brand presence.

    Free plan
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  5. 5Portfolio Management, Wealth Management

    Income Discovery

    Financial Planning & Analysis

    Retirement income planning and Social Security optimization software for advisors.

    Personalized retirement income strategy generationTax optimized income distribution executionReal time income safety monitoring
    Compare
  6. 6Portfolio Management, Investment Portfolio Management

    Addepar

    Wealth Management Platforms

    Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices.

    AI powered portfolio analysis and insightsMulti asset portfolio managementAlternative investment data management
    Compare
  7. 7Portfolio Management, Investment Portfolio Management

    Smallcase

    Investment Portfolio Management

    Indian thematic investing platform enabling advisors to create and distribute stock baskets through broker integrations.

    Free planISO 27001Financial Data AggregationWealth Management Platforms
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  8. 8Portfolio Management, Wealth Management

    FA Solutions

    Investment Management Software

    Wealth management software for investment managers with portfolio management and performance analytics.

    Cloud native investment operations platformPortfolio management and analyticsCompliance and regulatory automation
    Compare
  9. 9Portfolio Management, Wealth Management

    FNZ

    Wealth Management Platforms

    Global wealth management platform offering technology and administration services for banks.

    Wealth ManagementInvestment Management Software
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  10. 10Portfolio Management, Wealth Management

    Indata

    Investment Management Software

    Investment management software for asset managers with portfolio management, trading, and compliance.

    Wealth ManagementCompliance Management
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