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A comprehensive technology solution
for RIAs
Envestnet | Tamarac provides best-in-class portfolio and client management
software, empowering your firm to operate with greater efficiency and profitability,
while delivering a superior level of service to your clients.
Upgrading your firm's systems can be a significant undertaking. Tamarac has the
experience and staff to support your business every step of the way. With proven
consulting, training, and support, we have helped over 1,400 RIA firms make the
transition to a fully integrated platform.
From reporting to trading to CRM, buy only what your firm needs, knowing that
Tamarac can support your business as you streamline more of your operations and
client interactions.
