Envestnet Tamarac
The tools to help you run and grow your business.
Overview
Envestnet Tamarac provides an integrated technology platform for Registered Investment Advisors (RIAs). The suite includes Tamarac Reporting, Tamarac Trading, and Tamarac CRM (built on Microsoft Dynamics). This combination offers a comprehensive solution for portfolio management, performance reporting, rebalancing, trading, and client relationship management, helping advisors streamline their operations and scale their business.
✨ Key Features
- Portfolio Management & Performance Reporting
- Portfolio Rebalancing & Trading
- Integrated CRM (Tamarac CRM)
- Client Portal & Mobile App
- Billing & Invoicing
- Data Aggregation
- Document Management
🎯 Key Differentiators
- Tightly integrated, three-part suite (Reporting, Trading, CRM) provides a unified advisor experience.
- Deep integrations with major custodians and a broad third-party ecosystem.
- Robust trading and rebalancing capabilities designed for RIAs managing numerous accounts.
- Backed by the extensive resources and ecosystem of Envestnet.
Unique Value: Offers RIAs a deeply integrated, end-to-end platform that combines portfolio management, trading, and CRM, enabling significant operational efficiency and a seamless advisor experience.
🎯 Use Cases (3)
✅ Best For
- Used by thousands of RIA firms to manage trillions of dollars in assets.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Institutional asset managers focused on proprietary trading strategies
- Do-it-yourself investors
🏆 Alternatives
While some competitors offer à la carte solutions, Tamarac's strength is its unified suite. The native integration between its reporting, trading, and CRM components creates a more streamlined workflow than piecing together solutions from different vendors.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (All tier)
🔒 Compliance & Security
💰 Pricing
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