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Tamarac

The Most Comprehensive Technology Solution for RIAs

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 1,000 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.

Tamarac Empowers Advisors

Open Platform

Tamarac is an open platform with a large and growing list of supported integration partners — providing your firm with the flexibility and support you need to automate more of your business.

Maximum Client Engagement

Give your firm the tools you need to better engage your clients and demonstrate the value your firm provides with Tamarac’s client portal, interactive reporting, customizable PDF reports, document vault, budgeting tools, mobile app, and integrated financial planning.

Cutting Edge Technology

Tamarac was founded in 2000 as a Software as a Service (SaaS) company with an emphasis on service. Tamarac’s focus on innovation and best-in-breed technology allows us to incorporate user feedback and add significant enhancements to our platform; ongoing field testing keeps us ahead of an ever-changing industry. These enhancements help ensure that your firm is always using the most cutting edge reporting, portfolio management, and client engagement technology.

Automate More Workflows

Thanks to Tamarac’s growing capabilities and centralized data, your firm has the flexibility and power to create end-to-end workflows to automate your business processes across a unified platform.

Data Quality

As a pioneer in portfolio rebalancing software, we understand the importance of data quality and the impact it has on trading and reporting. Tamarac provides powerful data aggregation, trade reconciliation, analytics, and business intelligence reporting.

Scalability

Tamarac supports RIAs ranging in size from $50 million to $50 billion in assets under management. With Tamarac, you can trade and report on hundreds of thousands of accounts quickly and with confidence. Tamarac is a partner that can support the growth of your firm for generations to come.

Security

As part of Envestnet, Tamarac’s platform and data security is second to none. Tamarac uses world-class data centers that are SAS 70 II and SSAE-16 Type II compliant with full redundancy and disaster recovery to ensure your data is secure and our software is always accessible. Tamarac also offers dual-factor authentication to provide you and your clients with peace of mind.
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