Audience
Independent Registered Investment Advisors (RIAs) and wealth management firms looking for a fully integrated portfolio management, reporting, and client engagement platform to streamline operations and scale efficiently
About Envestnet | Tamarac
Envestnet | Tamarac is an integrated portfolio management and reporting platform designed to help Registered Investment Advisors (RIAs) streamline operations, enhance client service, and scale efficiently. The platform combines powerful tools for trading, rebalancing, performance reporting, billing, and CRM integration in a single unified experience. Advisors can automate workflows, improve accuracy, and deliver data-driven insights through customizable dashboards and client portals. Tamarac’s flexible architecture connects seamlessly with industry-leading custodians and financial applications, ensuring smooth integration across the advisory tech stack. Trusted by thousands of firms, Tamarac helps advisors reduce administrative burdens while delivering exceptional, personalized client experiences. In essence, it empowers RIAs to spend less time managing systems and more time managing relationships.
Other Popular Alternatives & Related Software
HiddenLevers
Leading wealth management firms use the HiddenLevers Advisor Platform to gauge client risk tolerance, stress test portfolios, and build recommendations that limit risk while meeting future goals. With custom proposal generation, advisors can generate branded proposals to present risk tolerance, fee attribution, stress tests, style and sector breakdowns, and much more. HiddenLevers provides true business intelligence for C-Suites of Financial Institutions - monitor risk to assets (AUM), clients, revenue, and profitability from the entire firm all the way down to the individual advisor's book of business. With customizable monitoring and visualization of risk, asset flows, asset drift, and firm-specific KPIs, executives can manage growth and complexity in real-time.
Learn more about HiddenLevers
StockMarketEye
StockMarketEye is an easy-to-use investment management software for individual investors and advisors.
With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions.
* Get started quickly by importing your accounts directly from brokerages.
* View prices, performance, allocations and much more.
* Chart the value of your investment portfolios over time.
* Keep watchlists of securities that are on your purchase list.
* Analyze historical price charts.
* Companion apps for iOS and Android.
* And much more...
Learn more about StockMarketEye
Envestnet Wealth Management Platform
The Envestnet Wealth Management Platform is an end-to-end technology solution designed to unify every stage of the wealth management experience. Built for financial advisors, enterprises, and institutions, it connects financial planning, investment solutions, and client engagement in one scalable ecosystem. The platform provides a single access point for managing portfolios, proposals, accounts, and reporting—all seamlessly integrated with Envestnet’s data intelligence and partner network. Advisors benefit from a holistic, data-driven, and configurable environment that simplifies operations and enhances client outcomes. Recognized as one of the industry’s most innovative and unified wealth platforms, it enables firms to deliver personalized, compliant, and efficient advice at scale. Envestnet empowers advisors to move effortlessly from strategy to execution while deepening client relationships through smarter technology.
Learn more about Envestnet Wealth Management Platform
Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting. Addepar allows you to spend time on what matters most: investing in client relationships. Addepar aggregates all financial accounts to create a consolidated view of your clients’ portfolios. Industry-leading analytics and reporting software allow you to tailor insights and conversations for each client and build long-lasting, trusted relationships. Our digital tools provide your clients with encrypted access to their financial information anytime and anywhere. Bridge back-office solutions with our custom reporting functionality. Rely on our in-house industry experts to understand your firm’s needs and get your firm up and running. Access our on-demand help center and online training portal to kickstart your experience. Addepar utilizes best practice safeguards, including role-based access control and data encryption at rest and in transit.
Learn more about Addepar
Integrations
Company Information
Envestnet
Founded: 1999
United States
www.envestnet.com/tamarac
Videos and Screen Captures
Other Useful Business Software
$300 Free Credits to Build on Google Cloud
Put your $300 in credit toward real workloads, then keep building with free monthly usage for 20+ products. No commitment and no charge until you upgrade.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
Online
Envestnet | Tamarac Frequently Asked Questions
Q: What kinds of users and organization types does Envestnet | Tamarac work with?
Envestnet | Tamarac works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Envestnet | Tamarac support in their product?
Envestnet | Tamarac supports these languages: English.
Q: What kind of support options does Envestnet | Tamarac offer?
Envestnet | Tamarac offers support via phone support and online.
Q: What other applications or services does Envestnet | Tamarac integrate with?
Envestnet | Tamarac integrates with: Zuar Runner, MoneyGuide, MSCI Wealth Manager, ProTracker Advantage, RightCapital, and SaaSTech.io.
Q: What type of training does Envestnet | Tamarac provide?
Envestnet | Tamarac provides training in the form of documentation, live online, in person, and videos.
Envestnet | Tamarac Product Features
Stock Portfolio Management
Billing & Invoicing
Supported
Client Management
Supported
Data Warehousing
Supported
For Investment Advisors
Supported
Portfolio Rebalancing
Supported
Risk Management
Supported
For Traders
Not Supported
Order Management
Not Supported
Portfolio Accounting
Not Supported
Tax Management
Not Supported
Technical Analysis
Not Supported
Wash Sale Detection
Not Supported
