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Help any client live an Intelligent Financial Life™
See how Envestnet’s connected ecosystem of tools can help you make sense of anyone’s finances, even Mr. Krabs.
Interactive Assessment
Are you delivering an Intelligent Financial Life? This test will tell you.
Envestnet partnered with research group Aite-Novarica Group to see how we could measure the effectiveness of advisors in delivering financial wellness to their clients. This goal of an Intelligent Financial Life guided the development of our interactive score.

It’s a valuable tool for advisors in identifying areas of strength and weakness and can help start a conversation around how to provide improved financial wellness for clients and advisors’ practices.

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The most comprehensive technology solution for RIAs


Used by more than 3,100 independent RIA firms,

collectively managing over $1.3 trillion in assets.

Webinar Overview

Join us to learn how the current COVID-19 crisis is changing RIA attitudes toward digitalization from a nice-to-have, competitive advantage to an absolute competitive requirement. We will share RIAs’ perspectives on client-facing digital solutions, some of the biggest challenges in digitizing their businesses and best practices toward digital transformation.

Together, we’ll uncover high-power ideas to: You’ll walk away with an action plan for implementing a digital strategy designed to enhance the value of the face-to-face advice between you and your clients. See how COVID-19 is making digitalization a top priority for RIAs.

Host: Julie Williams, SVP of RIA Sales, Envestnet | Tamarac
Guest Speaker: Dennis Gallant, Senior Analyst, Aite Group

Dennis Gallant is a senior analyst for Aite Group’s Wealth Management practice focused on advisor investment/annuity/product distribution and wholesaling, advisory services/managed accounts, financial planning and advice delivery, retirement income, advisor recruitment and retention, annuity and asset management product development, and advisor practice management. He has covered the financial advisor market for over 20 years and has specific expertise regarding independent advisors, including registered investment advisors (RIAs) and independent and insurance-affiliated broker-dealers.

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Personal Demo
Average length: 1 hour
Let us walk you through a personal demonstration of Tamarac.

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.


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.


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.
Contact Us
Personal Demo
Average length: 1 hour
Let us walk you through a personal demonstration of Tamarac.
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