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Mar 19, 2010 2:26 am

Hey - We're looking for new portfolio management software that would allow us to "buy up" to a certain percentage of client accounts, swap out one stock with another and which would keep us from incurring unnecessary capital gains.

We've been looking at Tamarac. Anybody have an opinion or recommendation?

Mar 19, 2010 12:30 pm

I've been looking for the same thing. What's the cost on Tamrac?

Mar 21, 2010 4:06 am

They want $11k a year and $3500 startup costs.

Apr 14, 2010 4:02 pm

Check with your custodian.  They normally have deals with companies.  I know pershing is coming out with a product that will do what you are looking for.  Do not know costs.  Pricing above for Tamarac is correct.

Good Luck

May 21, 2010 12:28 am

I agree with Ash, check with your custodian.  The type of trading you mention though I don't feel warrants a subscription to Tamarac (although I've heard good things about them). 

The trading types you mention are pretty routine via eCustody; Trade-PMR's trading platform.  Feel free to attend a demo if you wish I host bi-weekly.

All the best to you and your firm.