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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone searching for a financial solution to manage their financial processes and investments

Audience

Tax firms searching for a platform to increase revenue

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$300 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
Read all reviews

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Tamarac
Founded: 2000
United States
www.tamaracinc.com

Company Information

TaxPlanIQ
Founded: 2020
United States
www.taxplaniq.com

Alternatives

Alternatives

NetWorth Advising Platform

NetWorth Advising Platform

NetWorth Services
CCH ProSystem fx

CCH ProSystem fx

Wolters Kluwer

Categories

Categories

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Tax Planning Features

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Integrations

MoneyGuidePro
ProTracker Advantage
RightCapital
SaaSTech.io
Zuar Runner

Integrations

MoneyGuidePro
ProTracker Advantage
RightCapital
SaaSTech.io
Zuar Runner
Claim Tamarac and update features and information
Claim Tamarac and update features and information
Claim TaxPlanIQ and update features and information
Claim TaxPlanIQ and update features and information