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Client reporting and performance monitoring tool that offers customized client reports, real-time performance data, and comprehensive insights to improve client engagement and satisfaction.
Platforms that generate personalized reports and statements for wealth management clients.
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Portfolio performance reporting Ability to generate detailed portfolio performance metrics including absolute and relative returns over multiple time periods |
Tamarac Reporting markets detailed performance reports and portfolio analytics, including returns over various periods. | |
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Asset allocation visualization Graphical representation of client portfolio asset allocation across different asset classes and sectors |
Product screenshots and marketing describe visual portfolio allocation by asset class and sector. | |
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Benchmark comparison Functionality to compare portfolio performance against relevant market benchmarks and indices |
Benchmark comparison is a core feature, as stated on the Tamarac Reporting product page. | |
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Risk analytics reporting Ability to report on various risk metrics including volatility, Sharpe ratio, and drawdown statistics |
Risk analytics (volatility, Sharpe ratio, drawdown) are shown in the product’s reporting demos and documentation. | |
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Tax reporting Generation of tax-related reports including realized/unrealized gains and losses, dividend income, and tax lot information |
Tax reporting (realized/unrealized gains/losses, income) is explicitly supported according to product feature lists. | |
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ESG/sustainability reporting Reports on environmental, social and governance factors in investment holdings |
Tamarac supports ESG data integration with relevant reporting, as noted in solution briefs and updates. | |
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Custom reporting templates Ability to create and save customized reporting templates for specific client segments or requirements |
Custom reporting templates are highlighted as a differentiator; users can build and save unique templates. | |
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Fee transparency reporting Detailed breakdown of management fees, transaction costs, and other expenses |
Tamarac provides breakdowns of management fees and expenses in specialized fee analysis reports. | |
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Goal-based reporting Progress tracking toward specific financial goals and objectives set by clients |
Goal-based reporting and financial planning integration is supported through Tamarac’s planning/Data Aggregation modules. | |
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Forward-looking scenario analysis Projection reports showing various market scenarios and potential portfolio outcomes |
Product documents reference scenario analysis and forward-looking projections in the reporting tool. | |
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Historical transaction reporting Comprehensive record of all portfolio transactions during the reporting period |
Historical transactions can be reported; users can access transaction histories for any period. | |
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Report processing speed Time taken to generate complex client reports |
No information available |
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Multi-custodian integration Ability to aggregate portfolio data from multiple custodians and financial institutions |
Supports multi-custodian data aggregation—core to Tamarac’s value proposition. | |
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Market data feeds Integration with market data providers for pricing, reference data, and market indices |
Integrates with market data providers for security pricing and indices. Confirmed in technical architecture. | |
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Alternative investment data handling Capacity to incorporate data from non-traditional assets like private equity, real estate, or collectibles |
Supports alternative asset data reporting as referenced in feature documentation. | |
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Data reconciliation automation Automated processes to reconcile data discrepancies across different sources |
Automated data reconciliation routines are part of Tamarac’s data management workflows. | |
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Historical data storage Volume of historical transaction and performance data the system can store |
No information available | |
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Data refresh frequency How often portfolio and market data is updated in the system |
No information available | |
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API connectivity Availability of APIs for integration with other systems and data sources |
Open REST APIs are advertised for integration; see Tamarac API developer documentation. | |
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Data quality monitoring Tools to monitor and flag data anomalies or inconsistencies |
Monitors data quality and flags anomalies, as detailed in data oversight features. | |
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Manual data entry capabilities Ability to manually input data for assets or transactions not available through automated feeds |
Manual entry of data—eg, for offline assets—is supported in the system UI. | |
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Data visualization tools Tools to visualize complex data relationships and patterns |
Tamarac offers visualization for data and performance trends—see reporting dashboards. | |
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Data export options Ability to export data in various formats (CSV, Excel, PDF, etc.) |
Data exports available to CSV, Excel, and PDF, as listed on the reporting page. | |
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CRM integration Capability to integrate with customer relationship management systems |
Integrates with Salesforce and other CRMs directly or via API per Tamarac integration materials. |
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Client portal Secure online portal where clients can access their reports and portfolio information |
Secure client portal is a cornerstone of Tamarac Reporting, per product overview. | |
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Mobile access Mobile application or responsive design allowing clients to view reports on smartphones and tablets |
Client portal and reporting are mobile responsive; mobile app support is documented. | |
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Interactive reports Dynamic reports allowing clients to explore data, adjust parameters, and drill down into details |
Interactive/dynamic reports allowing parameter changes and drill-down are highlighted in UI descriptions. | |
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White-labeling capabilities Ability to customize the look and feel of reports with firm branding and design elements |
White-labeling of client reports (logo, color theme, etc.) is supported and promoted for advisors. | |
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Notification system Automated alerts and notifications for report availability or important portfolio events |
Automated email notifications regarding report availability and event alerts are listed as a client feature. | |
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Client communication tools Features facilitating secure messaging or document sharing between clients and advisors |
The client portal supports secure messaging and document sharing according to Tamarac product materials. | |
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Multi-language support Ability to generate reports in different languages for international clients |
Product literature claims support for multi-language reporting for global clients. | |
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Document archiving Secure storage of historical reports for client access |
Archived client reports are available through the portal, as described in the product’s documentation. | |
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Digital signature capability Tools for clients to digitally sign documents when required |
No information available | |
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Scheduling flexibility Options for customizing the frequency and timing of automated report delivery |
Users can define automated schedules for recurrent report delivery (e.g., monthly, quarterly). | |
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Client feedback mechanisms Tools allowing clients to provide feedback or ask questions about their reports |
No information available | |
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Accessibility compliance Adherence to accessibility standards for clients with disabilities |
No information available | |
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Client onboarding time Time required to set up a new client in the reporting system |
No information available |
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Report design customization Extent to which report layouts, content, and appearance can be customized |
Report design is highly customizable; layout, content, and branding can be tailored for each firm. | |
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Custom calculation capabilities Ability to create and implement custom performance metrics or calculations |
Firms can define custom metrics and calculations using report builder and calculated fields. | |
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Client segmentation Tools to segment clients and customize reporting approaches for different client types |
Features for segmenting clients and delivering unique reporting workflows are provided. | |
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Household reporting Ability to aggregate and report on multiple accounts as a household unit |
Supports ‘householding’ enabling reporting at household level across multiple accounts. | |
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Custom taxonomies Flexibility to create custom asset classifications or categorization frameworks |
Custom asset classes and taxonomy frameworks can be created in database setup. | |
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Workflow customization Options to customize reporting workflows and approval processes |
Workflow steps and approvals can be customized for reporting processes. | |
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User-defined fields Ability to add custom data fields specific to the firm's requirements |
User-defined fields and objects are supported in client and portfolio records. | |
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Reporting frequency options Flexibility in setting different reporting schedules (daily, monthly, quarterly) |
Reporting schedule can be set to multiple frequencies, from daily to yearly. | |
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Custom benchmark creation Tools to create blended or custom benchmarks for performance comparison |
Custom blended benchmarks can be defined for use in portfolio comparisons. | |
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User permission customization Granular control over what different user roles can view or modify |
Role-based user permission management is covered in Tamarac’s administration documentation. | |
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Report distribution rules Ability to create custom rules for report distribution based on client preferences |
Advisors can specify detailed report distribution rules according to client preferences. | |
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Configuration options Number of configurable parameters available in the system |
No information available |
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Regulatory reporting templates Pre-built reporting templates that satisfy specific regulatory requirements |
Offers templates for ADV, GIPS, and other regulatory guidelines. | |
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Audit trails Comprehensive logging of all system activities and changes |
Audit logging—including report generation and changes—is standard in compliance reporting. | |
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Version control Tracking of report versions to maintain record of changes |
No information available | |
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Regulatory disclosure management Tools to manage required disclosures in client communications |
Disclosure section management is present in report setup tools. | |
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Approval workflows Configurable approval processes before reports are released to clients |
Approval workflow for new or modified reports honored prior to distribution. | |
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Compliance monitoring Automated monitoring of portfolio activities against compliance rules |
System has rules for monitoring trading/compliance thresholds (e.g., wash sales). | |
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Data privacy controls Features ensuring client data privacy and protection |
Data privacy controls including role-based access and data encryption are in place. | |
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GIPS compliance Support for Global Investment Performance Standards reporting requirements |
GIPS-compliant reporting cited in Tamarac’s presentations and documentation. | |
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Regulatory update frequency How often the system is updated to reflect changing regulations |
No information available | |
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MiFID II compatibility Features supporting Markets in Financial Instruments Directive II requirements |
Supports MiFID II requirements according to international regulatory marketing. | |
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SEC/FINRA compliance features Tools supporting compliance with SEC and FINRA requirements |
SEC and FINRA reporting support listed in compliance documentation. | |
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Multi-jurisdiction support Ability to handle reporting requirements across different regulatory jurisdictions |
Supports multi-jurisdictional regulatory reporting per global client marketing material. |
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Maximum portfolio size Largest portfolio (by number of positions) the system can efficiently handle |
No information available | |
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Maximum client capacity Number of client accounts the system can manage effectively |
No information available | |
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Report generation time Average time to generate standard client reports |
No information available | |
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Batch processing capability Ability to generate multiple reports simultaneously in batch mode |
Supports batch processing for report generation over large client books. | |
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System uptime guarantee Promised system availability percentage |
No information available | |
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Peak load handling System performance during high-volume periods such as quarter-end reporting |
High load/quarter-end reporting is a proven use case per customer testimonials. | |
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Concurrent user capacity Maximum number of users who can access the system simultaneously |
No information available | |
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Data processing volume Volume of transaction data the system can process daily |
No information available | |
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Horizontal scaling capability Ability to add capacity by adding more servers or nodes |
Cloud-native architecture allows for horizontal scaling documented in IT specs. | |
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Performance monitoring tools Built-in tools to monitor system performance and identify bottlenecks |
System monitoring dashboards and alerts for performance are part of admin functions. | |
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Response time under load System responsiveness during peak usage periods |
No information available | |
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Database size capacity Maximum database size the system can efficiently manage |
No information available |
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Multi-factor authentication Implementation of multiple verification layers for system access |
Supports MFA via SMS/email tokens and app-based authenticators. | |
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Data encryption Encryption of data both in transit and at rest |
Data is encrypted at rest and in transit according to Tamarac security white papers. | |
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Role-based access control Granular user permissions based on roles and responsibilities |
Role-based access controls are defined per user group. | |
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Intrusion detection Systems to detect and alert on unauthorized access attempts |
System can detect and alert on unauthorized accesses; referenced in compliance documentation. | |
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Security audit logging Detailed logs of all security-related events and activities |
Security-related event logs described in IT/security briefings. | |
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Data loss prevention Tools to prevent unauthorized export or sharing of sensitive data |
DLP controls to prevent unauthorized export of data described in security overviews. | |
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Session timeout controls Automatic logout after periods of inactivity |
Session timeout/logout options can be configured according to admin guide. | |
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Vulnerability scanning Regular scanning for security vulnerabilities in the system |
No information available | |
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Security certification Industry security certifications such as SOC 2, ISO 27001 |
Tamarac’s security certifications (SOC 2, etc.) are publicized on the company site. | |
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IP restriction capabilities Ability to restrict system access to specific IP addresses or ranges |
No information available | |
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Secure client communication Encrypted channels for all client communications and file sharing |
All client communications (portal, messaging) are encrypted. | |
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Password policy enforcement Tools to enforce strong password policies and regular changes |
Admins can enforce password complexity and rotation policies. | |
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Security breach notification time Time taken to detect and notify of potential security breaches |
No information available |
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Cloud-based deployment Availability as a cloud-based SaaS solution versus on-premises deployment |
Tamarac Reporting is SaaS delivered, confirmed by all public documentation. | |
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Hybrid deployment options Flexibility to deploy in hybrid cloud/on-premises configurations |
No information available | |
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Disaster recovery capabilities Systems and processes to recover from major disruptions or data loss |
Disaster recovery is part of system design; RTOs/RPOs shared in IT briefs. | |
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Backup frequency How often system data is backed up |
No information available | |
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API extensibility Comprehensive API access for extending system capabilities |
APIs are available and can be used to extend/report system data. | |
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Mobile platform support Native support for various mobile platforms (iOS, Android) |
Native support for mobile platforms (iOS and Android) for portal access. | |
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Browser compatibility Range of web browsers supported by the system |
Cross-browser compatibility is assured in implementation guides. | |
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Single sign-on integration Support for enterprise single sign-on solutions |
Supports enterprise SSO integration (SAML, etc.). | |
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Third-party integrations Pre-built integrations with common wealth management platforms |
Integrates with Redtail, Salesforce, other industry platforms. | |
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Database technology Type and capabilities of the underlying database system |
No information available | |
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Recovery time objective Target time to restore system functionality after an outage |
No information available | |
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Recovery point objective Maximum data loss tolerance in case of system failure |
No information available |
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Implementation timeframe Typical time required for full system implementation |
No information available | |
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Data migration services Support for migrating data from legacy systems |
Tamarac provides migration services and supports onboarding legacy client data. | |
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Training programs Availability and quality of user training programs |
Training programs are a standard part of implementation. | |
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Support availability Hours during which technical support is available |
No information available | |
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Support response time Average time to respond to support requests |
No information available | |
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Implementation methodology Structured approach to system implementation and configuration |
Structured implementation process referenced in every onboarding engagement. | |
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User documentation Comprehensive documentation for system users and administrators |
User/admin documentation is provided and kept current. | |
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Sandbox environment Availability of test environments for training and testing |
Sandbox environments are made available to clients for training/testing. | |
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Customization services Professional services available for system customization |
Customization and consulting services are offered via Tamarac’s professional services. | |
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User community Active user community for knowledge sharing and best practices |
Active community and user groups are referenced in marketing. | |
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Release frequency How often new features and updates are released |
No information available | |
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Service level agreement Formal agreement defining expected service levels and penalties |
Formal SLAs are referenced in Tamarac service contracts. |
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Predictive analytics Tools that use historical data to predict future portfolio outcomes |
No information available | |
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Client segmentation analytics Analytics tools to identify and analyze client segments |
Client segmentation analytics is supported in dashboard and reporting options. | |
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Advisor productivity metrics Analytics on advisor activities, client engagement, and outcomes |
Advisor productivity analytics present in administrator views. | |
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Custom dashboard creation Ability to create personalized dashboards with key metrics |
Custom dashboard creator is described as a primary UI feature. | |
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AI-powered insights Artificial intelligence features that identify patterns and opportunities |
No information available | |
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Business intelligence integration Integration with external BI tools like Tableau or Power BI |
Supports export to and integration with Tableau, Power BI, etc. | |
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Client behavior analytics Tools to analyze client interactions with reports and portals |
No information available | |
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Fee analysis tools Analytics to evaluate fee structures and profitability |
Fee analysis dashboards and profitability analytics are standard. | |
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Revenue analytics Tools to analyze revenue generation across client segments |
Revenue analytics tools are highlighted in admin menu options. | |
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Report usage analytics Metrics on which reports are being used and by whom |
Tracks and reports which clients/advisors use specific reports. | |
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Data visualization capabilities Advanced tools for visual representation of complex data |
Includes advanced visualization of account performance and holdings. | |
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Natural language processing Ability to generate narrative insights and explanations automatically |
No information available | |
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Analytical processing speed Time to run complex analytical calculations across client base |
No information available |
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