Envestnet | Tamarac

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Envestnet | Tamarac

Billing, CRM, Portfolio Management, Portfolio Reporting, Rebalancing, Trading

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Contacts
Products / Services
Integrations
Partnership
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About

Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Envestnet | Tamarac enables investment advisors to run their businesses with greater efficiency, scale and profitability through our custodian agnostic technology platform and outsourced portfolio management services. Tamarac serves over 1,000 RIA firms, collectively managing more than $1.2 trillion in assets. Investment advisors that use Tamarac’s solution range in size from managing less than $10 million in assets to over $10 billion. Tamarac was founded in 2000 and is headquartered in Seattle, WA.

Contacts

https://www.tamaracinc.com/

TamaracSales@envestnet.com

https://www.linkedin.com/company/tamarac-inc./

https://twitter.com/ENVTamarac

Products / Services

Tamarac Reporting

Portfolio management
Performance reporting
Client portal
Billing

Tamarac Trading

Model management
Account monitoring
Trading
Rebalancing
Reconciliation

Tamarac CRM

Client management
Workflow automation and business intelligence.

Tamarac PortfolioCenter Cloud

Portfolio Management Solution for emerging RIA practices.

Tamarac Services

Hand off your regular back-office processes to Tamarac.

Integrations

Tamarac is an open platform with a growing list of technology partners.

Tamarac Support

Proven consulting, training and support available in-person, over the phone and online.

PortfolioCenter Support

Powerful, Easy-to-Use Portfolio Management and Reporting Solution.

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