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Soundmark Launches New Client Portal

We are proud to announce the launch of our new client portal. Replacing the Vault, the Tamarac client portal provides an enhanced client experience. Some of the new features include:

  • View household accounts and transactions online
  • View and link external accounts including retirement accounts, mortgages, bank accounts, and credit cards
  • Add other assets such as real estate, providing a snapshot of your net worth.
  • Store and securely share documents with Soundmark via the Documents tab.

Easy Web Access

We’ve made it easier for clients to access the platform on our homepage. We’ve added a “Secure Portal” on our home page banner that will direct you to the client portal login page.

Mobile and Mac Computer Friendly

The software is optimized for mobile. We will be launching our own app in the coming months to improve the experience – stay tuned!

We Can Help

If you have any questions about the user experience or logging in, please contact our office. Creating a positive user experience is a top priority at Soundmark Wealth.


This report is intended to be used for educational purposes only and does not constitute a solicitation to purchase any security or advisory services. Past performance is no guarantee of future results. An investment in any security involves significant risks and any investment may lose value. Refer to all risk disclosures related to each security product carefully before investing. Soundmark Wealth Management, LLC, its advisors and its affiliates do not provide tax or accounting services. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied on for, tax or accounting advice. Please consult with your tax advisor prior to engaging in any transaction.

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