emoneyandtamarac
Access Tamarac's Portfolio Management and Reporting Capabilities within eMoney

Run your business with greater efficiency, scalability, and profitability through eMoney's robust integration with Tamarac, featuring outsourced portfolio management, performance reporting, and customer relationship management services.

 

  • tamarac.2
  • Tamarac-Advisor-View
  • Tamarac-Client-Portal

Single Sign-on 

icons.blackdiamon.signon.png

Single sign-on from eMoney to Tamarac for both advisors and clients.

Portfolio Performance  

icons.blackdiamon.link.png

Navigate directly to Tamarac's powerful portfolio performance, reporting tool, and online communications from within eMoney.

Performance Reports 

icons.blackdiamon.reports.png

Improve engagement by streamlining clients' access to portfolio performance reports.

 

Have questions?

Give us a call at 1-888-362-4612 or check out our recent eMoney and Tamarac blog post.

Read More