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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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4.8/5.0 (2788)

29Testimonials

  • "We looked at others and we certainly tried to stay with our old partner, but quite honestly, their customer service was lacking, to say the least,” said Lewis. We did talk to a couple of other firms, but it really became clear quickly that Tamarac had everything that we were looking for."

    Sara LewisExecutive Vice President and Director of Client Service
28 more testimonialscurrently locked

15 Case Studies

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

    Michael ReedChief Operating Officer
14 more case studiescurrently locked

4 Customer Videos

  • Play Video
    Clifford W. O'ConnerFounder and President
3 more videoscurrently 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 1,847,720+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.