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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
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  • 4 Customer Videos View
Customer Rating Review Score based on 3005 reference ratings
4.8/5.0 (3005)

29Testimonials

  • "Our acceptance rate for the Tamarac software has been enormously high, and people are eager to use it because they understand it better and they know they have a support …

    Ken Bowen Chief Operating Officer and Portfolio Manager

  • "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 …

    Sara Lewis Executive Vice President and Director of Client Service

  • "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
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15 Case Studies

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

    Herman Lentz Chief Compliance Officer

  • Stanford Investment Group, Inc. - Customer Case Study

    John Kirkpatrick Vice President and Wealth Advisor

  • Spectrum Management Group, Inc - Customer Case Study

    Leslie Thompson Managing Principal
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 1,900,523+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.