Envestnet | Tamarac
Portfolio Management
active
Envestnet | Tamarac provides integrated portfolio management software and services for independent advisors and wealth managers.
Seattle, USA
Community Ratings
Active Users
Former Users
Overall Rating
4.2
(2 ratings)Active: 2Former: 0
Features
4.1
(2 ratings)Active: 2Former: 0
Reliability
3.9
(2 ratings)Active: 2Former: 0
Performance
4.3
(2 ratings)Active: 2Former: 0
Security
4.0
(2 ratings)Active: 2Former: 0
Value for Money
4.4
(2 ratings)Active: 2Former: 0
Customer Service
4.3
(2 ratings)Active: 2Former: 0
Ease of Use
4.2
(2 ratings)Active: 2Former: 0
Integrations
4.1
(2 ratings)Active: 2Former: 0
Total Active Reviews: 2Total Former Reviews: 0
About Envestnet | Tamarac
Envestnet | Tamarac provides integrated portfolio management software and services for independent advisors and wealth managers.
Pricing
This vendor doesn't list public pricing information.
Contact for PricingCategories
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Industry Focus
Financial Services
Key Features
Portfolio rebalancing
client portal
performance reporting
billing and invoicing
trading and rebalancing
Pros
Comprehensive reporting
robust integration
excellent customer support
Cons
Steep learning curve
high cost
complex setup