Tamarac (Envestnet)
Tamarac, part of Envestnet, provides portfolio management software, reporting, trading, rebalancing, and client portal solutions for independent RIAs.
Contact Tamarac (Envestnet)
Email: sales@tamaracinc.com
Phone: +1 (866) 525-8811
Web: https://www.tamaracinc.com/
Products
Secure client portal for document sharing, account viewing, performance reporting, and client commun... more...
Comprehensive RIA platform with integrated CRM (built on Microsoft Dynamics 365), portfolio manageme... more...
Integrated portfolio management and rebalancing platform with asset allocation modeling, tax optimiz... more...
Centralized, secure document storage and management for client documents, statements, and reports. I... more...