---
description: Tamarac : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Tamarac - Avis, notes, prix et abonnements - Capterra Canada 2026
---

Breadcrumb: [Accueil](/) > [Logiciels de gestion de portefeuille d'actions](/directory/31242/stock-portfolio-management/software) > [Tamarac](/software/173553/tamarac)

# Tamarac

Canonical: https://fr.capterra.ca/software/173553/tamarac

> Solution modulaire pour les conseillers en investissement. Les composants de reporting, de trading et CRM peuvent être achetés ensemble ou séparément.
> 
> Conclusion : 2 utilisateurs lui ont donné la note de **5.0/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**.

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## Statistiques et notes

| Métrique | Notation | En détail |
| **Note globale** | **5.0/5** | 2 Avis |
| Simplicité | 4.5/5 | D'après l'ensemble des avis |
| Support client | 5.0/5 | D'après l'ensemble des avis |
| Rapport qualité-prix | 4.5/5 | D'après l'ensemble des avis |
|  Fonctionnalités | 4.5/5 | D'après l'ensemble des avis |
| Pourcentage de recommandation | 100% | (10/10 Probabilité de recommander le produit) |

## À propos du vendeur

- **Entreprise**: Tamarac
- **Pays**: Seattle, É.-U.

## Contexte commercial

- **Public cible**: 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+
- **Déploiement et plateformes**: Cloud, SaaS, web, Mac (ordinateur)
- **Langues**: anglais
- **Pays disponibles**: États-Unis

##  Fonctionnalités

- Gestion des portefeuilles

## Intégrations (7 au total)

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

## Ressources d'aide

- Service client/courriel

## Category

- [Logiciels de gestion de portefeuille d'actions](https://fr.capterra.ca/directory/31242/stock-portfolio-management/software)

##  Logiciels similaires

1. [VectorVest](https://fr.capterra.ca/software/119424/vectorvest-canada) — 3.5/5 (2 reviews)

## Avis

### "Build the workflows" — 5.0/5

> **Amanda** | *16 juillet 2020* | Services financiers | Taux de recommandation : 10.0/10
> 
> **Avantages**: Software integrates with our financial planning software, trading software and also with our investment performance software.
> 
> **Inconvénients**: 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 décembre 2020* | Services financiers | Taux de recommandation : 10.0/10
> 
> **Avantages**: Best  part about Tamarac is is functionality and integration features with other financial services software
> 
> **Inconvénients**: 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

## Liens

- [Afficher sur Capterra](https://fr.capterra.ca/software/173553/tamarac)

## Cette page est disponible dans les langues suivantes.

| Langue | 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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