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Fintech Integration Marketplace / Wealth Management / Portfolio Management

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PortfolioCenter (Envestnet | Tamarac)

PortfolioCenter is a networked application built on the Microsoft SQL Server database platform that runs in a variety of different configurations.

PortfolioCenter interfaces directly with more than 40 brokerage firms, custodians and mutual fund companies, so you can import client information electronically. Automate the update of client portfolios with the latest available trades, income, cash flows and prices with a few simple keystrokes.

Website

https://tamaracpch.com

Contacts

TamaracSales@envestnet.com

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

https://twitter.com/ENVTamarac

Envestnet | Tamarac
  • System Administration
  • Custodial Interfaces
  • Data Entry and Organization
  • Preparing for Performance
  • Billing
  • Models and Rebalancing
  • Client Presentations and Reports
  • Database Maintenance
Envestnet | Tamarac

Companies that integrate with PortfolioCenter

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

AdvisorPeak
AdvisorPeak
AdvisorPeak provides rebalancing software in a powerful yet simple way to help financial advisors manage their client portfolios.
#Rebalancing #Trading
RedBlack Software
RedBlack
RedBlack Software offers a software application for portfolio monitoring, rebalancing and trading in financial institutions and others.
#Rebalancing #Trading #Investment Research

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Envestnet | Tamarac

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