Envestnet | Tamarac provides provides an integrated, web-based suite of portfolio and client management software for independent advisors and wealth managers. Tamarac's technology offering is further complemented by a range of outsourced portfolio accounting services enabling advisors to spend more time with clients and growing their business.
HiddenLevers is the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. Advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in several macro-economic outcomes.
PowerSteering enables powerful, scalable and uniquely flexible top down program and portfolio management without requiring granular task and resource tracking, making it a great fit for IT, Product Development and Business or Enterprise PMOs. It is a cloud based application that combines the robust PPM functionality demanded by global organizations with the cost and speed benefits of the cloud, and provides class leading analytic and financial tracking capabilities.