at Financial Technnology Year
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Tamarac (Envestnet)
Tamarac, part of Envestnet, provides portfolio management software, reporting, trading, rebalancing, and client portal solutions for independent RIAs.
Email: sales@tamaracinc.com
Phone: +1 (866) 525-8811
Web: https://www.tamaracinc.com/
products
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Tamarac Portfolio Management
A comprehensive portfolio management platform with performance reporting, fee billing, and client portal capabilities. Features include daily reconciliation, custom benchmarking, tax-loss harvesting, and model-based rebalancing.
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Tamarac Document Management
Centralized, secure document storage and management for client documents, statements, and reports. Integrated with the Tamarac Advisor platform, includes permission-based client access and regulatory compliant retention and audit trails.
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Tamarac CRM
CRM built on Microsoft Dynamics 365, customized for wealth management with client household structures, investment account tracking, financial planning data integration, document management, and compliance support. Integrates seamlessly with Tamarac's portfolio management and client portal solutions.
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Tamarac Reporting & Trading
Integrated portfolio management and rebalancing platform with asset allocation modeling, tax optimization, and performance reporting. Offers customizable models and automated portfolio management.
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Tamarac
Comprehensive RIA platform with integrated CRM, portfolio management, client portal, and workflow automation. Includes document management, task tracking, automated client onboarding, and compliance oversight.
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Tamarac Document Vault
Secure document management system specifically designed for wealth management firms and brokerages. Features include client portals for document sharing, automated document filing, version control, secure storage, and integration with CRM and portfolio management systems.