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Envestnet | Tamarac

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Read 29 Envestnet | Tamarac reviews and testimonials from customers, explore 15 case studies and customer success stories, and watch 4 customer videos to see why companies chose Envestnet | Tamarac as their Accounting Software

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.

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  • 29 Testimonials View
  • 15 Case Studies View
  • 4 Customer Videos View
Customer Rating Review Score based on 3252 reference ratings
4.8/5.0 (3252)

29Testimonials

  • “Without a question, Tamarac’s Client Portal has improved our client experience. When a client is seeking information or when we meet with clients, we now have the option to use …

    John Wilkens Chief Financial Officer & Chief Compliance Officer

  • "Tamarac helps us fulfill this objective by allowing us to focus our team and resources on higher-value tasks for clients. We have been able to take people who were stuffing …

    John Kirkpatrick Vice President and Wealth Advisor

  • “When our clients know our brand and understand what we stand for, they’re more likely to trust our services and refer us to others.”

    Mike McCarthy Chief Operating Officer
28 more testimonials currently locked

15 Case Studies

  • Steward Wealth Management - Customer Case Study

    Dustin Stiefel Co-Founder and Principal of Steward

  • Maryland Capital Advisors - Customer Case Study

    Mike Damas Founder and President

  • How an innovative wealth management firm revolutionized their business with integrated technology

    Herman Lentz Chief Compliance Officer
14 more case studies currently locked

4 Customer Videos

3 more videos currently locked

Additional Envestnet | Tamarac Information & Resources

Read Envestnet | Tamarac Reviews, Testimonials & Customer References from 29 real Envestnet | Tamarac customers.

Browse Envestnet | Tamarac Case Studies, Customer Success Stories, & Customer References from 15 businesses that use Envestnet | Tamarac.

Watch Envestnet | Tamarac Customer Videos to learn why 4 businesses chose Envestnet | Tamarac.

FeaturedCustomers has 2,122,423+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.