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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.
“We’d always had our eye on Tamarac’s Advisor Portal, but it fell a bit out of our price range in the past. When we learned about Tamarac’s PortfolioCenter No Conversion offer, we knew this opportunity was too good to pass up. We are going through the implementation process now, and we couldn’t be more pleased with how the transition is coming together.”
Read Envestnet | Tamarac Reviews, Testimonials & Customer References from 29 real Envestnet | Tamarac customers.
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