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Tamarac

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Tamarac

Category
CRM
HQ
United States of America

Tamarac is an open platform with a large and growing list of supported integration partners — providing your firm with the flexibility and support you need to automate more of your business.

Why Family Offices come to Simple

Buying software should be like testing social media, where you log in and check it out if it works for you. Easy and transparent.

Chief Investment Officer

Multi Family Office in the US

Some companies with in depth profiles

WIZE Logo

WIZE by TeamWork

Category
Portfolio Management
HQ
Switzerland

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 100+ custodian automatic feeds for multi-asset consolidated reporting.

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Consolidated Reporting

Addepar

Category
Consolidated Reporting
HQ
United States of America

Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

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