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A Sophisticated and Customizable Risk Management Solution for Financial Institutions

TaraFolio InstitutionalTM is our embedded solution designed to meet the needs of financial institutions in today's high-pressure financial environment.

TaraFolio InstitutionalTM helps financial institutions attain the specific and varied investment goals of their clients. Through automatic allocation and optimization of investors' portfolios, TaraFolio InstitutionalTM allows account executives and investment advisors to concentrate on what matters most: creating, developing, and strengthening relationships with their clients.

A complete, end-to end solution, TaraFolio InstitutionalTM can be easily integrated into a financial institution's information systems at a very reasonable cost. Some of the most important features of TaraFolio InstitutionalTM include:

  • Multiple asset categories and allocation modules specifically designed for insurance companies


  • Powerful quantitative tools for analyzing stocks and portfolios to create maximum returns with minimum risks


  • Ability to create and monitor hundreds of different client portfolios


  • E-mail and wireless device notification and execution features

If you are interested in TaraFolio InstitutionalTM, please write us at info@TaraGlobal.com

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