Tamarac
Envestnet's reporting, rebalancing and CRM platform for independent RIAs.
envestnet.comTamarac is a platform for RIAs covering trading and rebalancing, customizable reporting, a client portal, proposals and CRM. Envestnet says it also supports unified managed accounts, direct indexing and tax overlay.
Envestnet bought Tamarac in 2012. Envestnet itself was taken private by a Bain Capital-led group in November 2024.
What it does
- Rebalancing
- Performance reporting
- Client portal
- Proposal tool
- CRM
- Unified managed accounts
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