Make a seamless transition to Envestnet | Tamarac
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The partner of choice for RIA software and wealth solutions
Serving over 1,800 RIAs
We're helping RIAs streamline and automate the wealth management process with one of the most comprehensive platforms in the industry
$5.8T assets on platform
With solutions spanning the wealth management process, including Planning, Portfolio Management, TAMP, and Billing Solutions*
Recognized Leader
Envestnet received a No. 1 ranking in Portfolio/Performance Reporting, Trading/Rebalancing Tools, and All in One platform for Tamarac**
As of March 3, 2024.**2024 T3/Inside Information Advisor Software Survey. The T3/Inside Information Advisor Software Survey provides key insights into the ever-evolving fintech marketplace. The 2,917 survey participants, comprised exclusively of members of the financial planning and investment advisory community, provided answers to questions about 38 categories of fintech solutions. The results are a robust data set determining the most popular programs in each category, market share for each solution, and ratings for how well users like, or don’t like, the solutions they are using. Neither Envestnet nor its affiliates paid any fees to be considered and this ranking is not indicative of Envestnet Tamarac's future performance. The award was granted in January 2024 with evaluation based on the previous calendar year.
On-Demand Webinar - Explore the Power of Envestnet | Tamarac: Introducing the Report Builder
Discover how Envestnet | Tamarac is empowering RIAs to grow with greater control, efficiency, and transparency. In this interactive session, we’ll introduce our newest enhancement, the Tamarac Report Builder. This game-changing tool in Tamarac Reporting lets you create reports exactly the way you want – offering unmatched flexibility, seamless data integration, advanced customization, and intuitive display options.
Copyright © 2025, Envestnet. All rights reserved. Any advisory services discussed herein are provided by an affiliated entity, Envestnet Asset Management Inc., an SEC Registered Investment Adviser. The information, analysis, and opinions expressed herein are for general information only. Nothing contained herein is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Investing carries certain risks and there is no assurance that investing in accordance with the portfolios or strategies mentioned will provide positive performance over any period of time. Investors could lose money if they invest in accordance with the portfolios or strategies discussed herein. Past performance is not indicative of future results.