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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 3161 reference ratings
4.8/5.0 (3161)

29Testimonials

  • “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

  • “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

  • “We’re not looking to add more staff, but if we need to bring someone in, Tamarac can help ensure that our clients don’t experience any interruption in service.”

    Dustin Stiefel Co-Founder and Principal of Steward
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15 Case Studies

  • Krilogy Financial- Customer Case Study

    Andrew Miller Director of Analytics at Krilogy Financial

  • Steward Wealth Management - Customer Case Study

    Dustin Stiefel Co-Founder and Principal of Steward

  • Bronfman E.L. Rothschild - Customer Case Study

    Jill Lizzi Wealth Advisor
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 2,007,678+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.