Trust Data Feeds in Tamarac

A customer using APX decided they were moving to Envestnet's Tamarac and needed a process to move their daily process to Tamarac. Using CSSI Solutions Trevport Utility, I had the Data Services Team configure Trevport to use the same data feeds, but output the data into a Tamarac acceptable format. This happened seamlessly in the new environment where they pull and process the data on a daily basis.

Trevport and our institutional knowledge of the data sources, processes, and portfolio management systems made this a very straightforward project.

To Learn More about CSSI Solutions Trevport Utility.