AdvisorStream Integration

Learn how to get free advisor-oriented financial content straight to your Reporting dashboard through the AdvisorStream integration.

CAIS Integration

Single sign-on is available from Tamarac Reporting to CAIS Alternative Investments.

Chicago Clearing Corporation Integration

Use Tamarac Reporting bulk reports to send data directly to the Chicago Clearing Corporation Class Action Monitoring service.

FactSet Integration

Tamarac Reporting integrates with FactSet to deliver a more seamless, holistic reporting experience for you and your clients.

HiddenLevers Integration

See the latest Tamarac account and holdings data in HiddenLevers portfolios.

LifeYield Integration

See Tamarac accounts, groups, holdings, and account values in LifeYield, single sign-on directly from Tamarac to LifeYield, and more.

Okta Integration

Streamline workflows and improve efficiency by accessing Tamarac with Okta single sign-on.

Require Single Sign-On to Access Tamarac Products

Learn how to require users to access Tamarac through your firm's single sign-on.