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Company info:

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Etcetera:

  • Founded in 2000

Q&A:

What is the service or product you offer to RIAs?

Envestnet | Tamarac is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Envestnet | Tamarac enables investment advisors to run their businesses with greater efficiency, scale and profitability through our custodian agnostic technology platform and outsourced portfolio management services.

How do you differentiate your offering from competitors?

Envestnet | Tamarac is the most comprehensive technology solution for RIAs, supporting over 900 RIA firms, collectively managing more than $1 trillion in assets. Investment advisors that use Tamarac's solution range in size from managing less than $10 million in assets to over $10 billion.

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