Tamarac---web-based, global rebalancing and trade order generation system got $7.17 million of a $10.45 million Series A round funding

What Company Is Offering:
Tamarac Advisor is a robust, web-based, global rebalancing and trade order generation system that provides customized, tax-efficient rebalancing across an unlimited number of accounts or families.

A web-based Investment Strategy Management Platform that automates portfolio rebalancing, cash management and directed trading.

How Much They Got From VCs:
Tamarac Inc., a Seattle-based provider of financial portfolio management software, has secured $7.17 million of a $10.45 million Series A round, Backers include Optimal Ventures.

How It Works:

The Tamarac system can simultaneously rebalance many individual accounts or families of accounts at the same time, greatly reducing the time commitment for rebalancing. Each account or family is rebalanced in the most advantageous way possible according to advisor preferences and rebalancing factors such as risk, taxes and costs. Tamarac automatically creates uploadable, multi-custodian trade order files and supports a wide variety of security types including stocks, bonds, mutual funds, ETFs and alternative investments.

They support a wide variety of security types including stocks, bonds, mutual funds, ETFs and alternative investments.

Advisor automatically creates uploadable, custodian-ready trade order files - saving you time and reducing errors.

Unique Features:

Cash Capability - Automatically raise or invest cash simultaneously across multiple accounts.


Restriction Capabilities - Legacy positions can be eliminated or restricted during rebalance.


Tax Loss Harvesting - Tamarac automatically identifies tax lots that can be sold in the most tax-efficient manner for each account or across families of accounts. Automates Tax Managed Core portfolios and Taxable Transition Management (TTM).

Help individual investors shift smoothly from high-fee, high-tax, high-risk stock portfolios to index-oriented portfolios with lower fees, lower taxes and less risk.


Fee Tracking - Tracks and controls mutual fund redemption fees at both the broker/dealer and mutual fund levels.
More at:http://www.tamaracinc.com/