Envestnet | Tamarac logo

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

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This vendor doesn't list public pricing information.

Contact for Pricing

Categories

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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

Integrations

BNY Mellon | Pershing logo
Blackrock Advisor Center logo
Flyer Financial Technologies logo
Bento Engine logo
Envestnet logo
Fidelity Institutional logo
FinMason logo
Forwardlane logo
FP Alpha logo
Advisor Stream logo

Key Competitors