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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 3010 reference ratings
4.8/5.0 (3010)

29Testimonials

  • "Any time we wanted to do a big block trade or enter a new position into any of our accounts, we would have to export portfolios and holdings into a …

    Tim Malisa Director of Portfolio Management and Trading

  • "We saw this as an opportunity to not only reduce our maintenance burden, but also give our entire system a significant upgrade."

    Adam Ledbetter Training Manager

  • “Tamarac came out head and shoulders above the others – from the platform’s advanced functionality to customer service and the technical expertise of the team."

    Peter Raimondi Chief Executive Officer and Founder
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15 Case Studies

  • How a firm’s aggressive M&A strategy led to an innovative technology solution

    Michael Reed Chief Operating Officer

  • Steward Wealth Management - Customer Case Study

    Dustin Stiefel Co-Founder and Principal of Steward

  • Weston Financial - Customer Case Study

    Jake Filoon President and Chief Operating 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 1,903,258+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.