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Envestnet | Tamarac

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.

Website

https://www.tamaracinc.com/

Contacts

TamaracSales@envestnet.com

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

https://twitter.com/ENVTamarac

Envestnet | Tamarac

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.
Envestnet | Tamarac

Companies that integrate with Envestnet | Tamarac

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

AdvisorStream
AdvisorStream
AdvisorStream is an industry-leading automated marketing platform that drives client engagement and builds business
#Content Management #Analytics #Compliance #Marketing
BlackRock
BlackRock
BlackRock offers a range of solutions for institutions, financial professionals and individuals from all walks of life.
#Financial Planning #Broker-Dealer Platforms #Trading #Retirement Planning
Box.com
BOX.com
Box is the Cloud Content Management company that empowers enterprises to revolutionize how they work by securely connecting their people, information and applications.
#Document Management #Content Management
Morningstar
ByAllAccounts | Morningstar
ByAllAccounts provides account data aggregation solutions for professional wealth managers and financial advisors.
#Account Aggregation
CAIS
CAIS
CAIS is a leading financial product platform offering wealth managers access to a diversified menu of funds and products.
#Portfolio Management #Analytics #Portfolio Reporting
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Financial Planning #Portfolio Management #Retirement Planning
Chicago Clearing Corporation
Chicago Clearing Corporation (CCC)
Chicago Clearing Corporation (CCC) is the securities and antitrust class action claims recovery specialist.
#Analytics
Constant Contact
Constant Contact
Constant Contact provides hundreds of thousands of small businesses around the world with the online marketing tools, resources, and personalized coaching they need to grow their business.
#Marketing
DocuSign
DocuSign
DocuSign® helps organizations connect and automate how they prepare, sign, act on, and manage agreements.
#Document Management #Content Management
Dropbox
Dropbox
Dropbox is the world’s first smart workspace that helps people and teams focus on the work that matters.
#Content Management
eMoney
eMoney Advisor | Fidelity Investments
eMoney is a wealth planning system for financial advisors.
#Financial Planning #Account Aggregation #Analytics #Retirement Planning #Tax Planning
Envestnet
Envestnet
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness.
#Portfolio Management #Financial Planning #Portfolio Reporting #Proposal Generation
Evernote
Evernote
Evernote helps you regain control of your day so you can focus on what matters most.
#Content Management
FactSet Research Systems
FactSet
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions.
#Analytics #Investment Research
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
#Custodian #Analytics #Trading #Portfolio Management #Investment Research
FIX Flyer
FIX Flyer
With over 120 clients worldwide, FIX Flyer develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies.
#Trading #Rebalancing #Portfolio Management
Global Relay
Global Relay
Global Relay is a provider of compliant electronic communications archiving, messaging, supervision, information governance, and eDiscovery.
#Technology
Laser App
Laser App
Laser App Software creates products that combine state-of-the-art form filling technology with our massive library of industry related forms.
#Content Management
Laserfiche
Laserfiche
Laserfiche is the leading global provider of intelligent content management & business process automation.
#Analytics #Content Management #Document Management #Core Banking #Cybersecurity
LifeYield
LifeYield, LLC
LifeYield is helping thousands of investors, advisors, and firms improve financial outcomes and increase overall tax-efficiency at the household-level.
#Tax Planning #Financial Planning #Rebalancing #Portfolio Management
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Risk Profiling #Portfolio Management #Investment Research #Portfolio Reporting #Retirement Planning #Tax Planning
Pershing
Pershing
BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers.
#Custodial Platforms #Annuities #Analytics #College Planning #Custodian #Financial Planning #Portfolio Accounting #Trading #Portfolio Management #Investment Research #Portfolio Reporting #Retirement Planning #Health Insurance #Lending
Practifi
Practifi
Practifi is the new benchmark for CRM-based systems in financial advice.
#CRM #Analytics #Broker-Dealer Platforms #Marketing
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
#Financial Planning #Account Aggregation #College Planning #Investment Research #Retirement Planning #Tax Planning
Salentica
Salentica | SS&C
Salentica is a provider of integrated Customer Relationship Management (CRM) solutions and software with over 20 years of experience exclusively in CRM for Wealth Management. It was acquired by SS&C Technologies in 2016.
#CRM
Salesforce
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is the world's #1 CRM solution, reimagined for financial services.
#CRM
ShareFile
ShareFile | Citrix
Citrix ShareFile is used by organizations of all sizes and across industries for its secure file sharing and collaboration tools.
#Document Management #Content Management
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
#Custodian #College Planning #Financial Planning #Trading #Portfolio Management #Investment Research #Retirement Planning
Envestnet Yodlee
Yodlee | Envestnet
Yodlee is the leading data aggregation and data analytics platform, enabling financial institutions and FinTech innovators to help their consumers live better financial lives through innovative products and services.
#Account Aggregation #Analytics
Zapier
Zapier
Zapier gives people internet superpowers by letting them easily connect and automate the apps they use.
#Automation #Cybersecurity

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Envestnet | Tamarac

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