Reporting
Retrieve real-time data directly from Tamarac to report on your clients.
Our Partners
Accurate and easy to use integrations
With documentation and examples to guide you through every step.
Capabilities offered
Tamarac Reporting delivers powerful portfolio analysis, flexible reporting, and extensive billing capabilities. With Reporting, you can:
Search for:
- Accounts
- Groups
Retrieve details for:
- Accounts
- Holdings
- Accounts per household