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.
“Working with a knowledgeable service team helped to make the transition a complete success. And whenever we need ongoing support, the team is there for us.”
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