Data quality
We assess Tamarac data health, clean and standardize records, and monitor quality. We set data governance rules and assign responsibility for maintaining records.
Data and operations consulting for RIAs.
20+ years of RIA operations experience. Deep Tamarac expertise. Modern data capabilities for reporting, automation, and scale.
Contact usHow we can help
Bring us in for data issues, reporting gaps, system migrations, workflow automation, or help with daily operations.
Systems integration
We connect Tamarac with your customer relationship management (CRM) system and automate workflows. During integrations and migrations, we map, standardize, and validate data to support growth.
Business intelligence
We build executive dashboards to track growth, revenue, and client segments. We identify trends, risks, and what drives your firm’s results.
Operational support
We provide flexible support for recurring tasks and one-off projects, giving your team more time for priority work.
Your data, your control
You own your data and control our access. We work in systems you approve.
Secure access
We use multifactor authentication to protect sign-ins. We train our team, limit access to what each person needs, and remove access when no longer needed.
Data protection
We encrypt stored data and transfers. We need your approval to store data outside your systems. We securely return or delete data when no longer needed.
Incident response
We investigate security incidents, limit their impact, and address their causes. We notify affected clients promptly.
Business continuity
We review and test recovery plans each year. We agree with you on who restores systems, data, and services after a disruption.
Let’s talk
Email us about a project or ongoing support.