---
description: Learn more about Tamarac price, benefits, and disadvantages for businesses in South Africa. Read reviews from verified users and discover similar tools.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Tamarac Price, Reviews & Features - Capterra South Africa 2026
---

Breadcrumb: [Home](/) > [Stock Portfolio Management Software](/directory/31242/stock-portfolio-management/software) > [Tamarac](/software/173553/tamarac)

# Tamarac

Canonical: https://www.capterra.co.za/software/173553/tamarac

> Tamarac's platform provides portfolio management, performance reporting, CRM and trading tools for independent registered i
> 
> Verdict: Rated **5.0/5** by 2 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses Tamarac?

Registered investment advisors and independent broker-dealers, and wealth management firms.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 2 Reviews |
| Ease of Use | 4.5/5 | Based on overall reviews |
| Customer Support | 5.0/5 | Based on overall reviews |
| Value for Money | 4.5/5 | Based on overall reviews |
| Features | 4.5/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: Tamarac
- **Location**: Seattle, US

## Commercial Context

- **Pricing model**: Per Feature
- **Pricing Details**: Please contact Tamarac directly for pricing details
- **Target Audience**: 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Portfolio Management

## Integrations (7 total)

- Envestnet | Yodlee
- FactSet
- Gemini
- Mailchimp
- Microsoft Dynamic 365 CRM  (JourneyTEAM - Reseller)
- RightCapital
- Salesforce Sales Cloud

## Support Options

- Email/Help Desk

## Category

- [Stock Portfolio Management Software](https://www.capterra.co.za/directory/31242/stock-portfolio-management/software)

## Alternatives

1. [Portfolio Manager](https://www.capterra.co.za/software/218306/portfolio-manager) — 5.0/5 (1 reviews)
2. [StockwarePro](https://www.capterra.co.za/software/173101/stockwarepro) (0 reviews)
3. [VectorVest](https://www.capterra.co.za/software/119424/vectorvest-canada) — 3.5/5 (2 reviews)
4. [Comarch Wealth Management](https://www.capterra.co.za/software/173561/comarch-wealth-management) (0 reviews)

## Reviews

### "Build the workflows" — 5.0/5

> **Amanda** | *16 July 2020* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: Software integrates with our financial planning software, trading software and also with our investment performance software.
> 
> **Cons**: Can be overwhelming at first. Need to spend extensive amounts of time building out the software. Other than that it is great.
> 
> Overall great experience. I would suggest utilizing their software.

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### "Highly Recommended Software" — 5.0/5

> **Alexander** | *23 December 2020* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: Best  part about Tamarac is is functionality and integration features with other financial services software
> 
> **Cons**: There is nothing not to like here. Tamarac is dynamic and evolving daily. Updates are seamless and integrate into our business smoothly.
> 
> I would highly recommend Tamarac software to any financial services shop. Great daily experience

## Links

- [View on Capterra](https://www.capterra.co.za/software/173553/tamarac)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.capterra.com.de/software/173553/tamarac> |
| de-AT | <https://www.capterra.at/software/173553/tamarac> |
| de-CH | <https://www.capterra.ch/software/173553/tamarac> |
| en | <https://www.capterra.com/p/173553/Tamarac/> |
| en-AE | <https://www.capterra.ae/software/173553/tamarac> |
| en-AU | <https://www.capterra.com.au/software/173553/tamarac> |
| en-CA | <https://www.capterra.ca/software/173553/tamarac> |
| en-GB | <https://www.capterra.co.uk/software/173553/tamarac> |
| en-IE | <https://www.capterra.ie/software/173553/tamarac> |
| en-IL | <https://www.capterra.co.il/software/173553/tamarac> |
| en-IN | <https://www.capterra.in/software/173553/tamarac> |
| en-NZ | <https://www.capterra.co.nz/software/173553/tamarac> |
| en-SG | <https://www.capterra.com.sg/software/173553/tamarac> |
| en-ZA | <https://www.capterra.co.za/software/173553/tamarac> |
| fr | <https://www.capterra.fr/software/173553/tamarac> |
| fr-BE | <https://fr.capterra.be/software/173553/tamarac> |
| fr-CA | <https://fr.capterra.ca/software/173553/tamarac> |
| fr-LU | <https://www.capterra.lu/software/173553/tamarac> |
| it | <https://www.capterra.it/software/173553/tamarac> |

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