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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 3097 reference ratings
4.8/5.0 (3097)

29Testimonials

  • "The Tamarac reports weren’t cookie-cutter reports—we could make them our own—and they were consistently coming up with new technology outputs and advancements that we felt would make them a great …

    Jill Lizzi Wealth Advisor

  • "The biggest improvement has been the technical expertise of everyone we’ve encountered at Tamarac."

    Mike Damas Founder and President

  • “Especially amid the coronavirus pandemic, there’s more interest than ever in financial planning, People have real concerns about their finances and their future, and we are here to help them …

    Jasmine Gautam Co-Founder & Managing Partner
28 more testimonials currently locked

15 Case Studies

  • Henssler Financial - Customer Case Study

    Adam Ledbetter Training Manager

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

    Herman Lentz Chief Compliance Officer

  • Toth Financial - Customer Case Study

    Ken Bowen Chief Operating Officer and Portfolio Manager
14 more case studies currently locked

4 Customer Videos

  • Pure Financial Advisors, Inc. - (Benjamin Littman - Founding Member)
    Play Video
    Benjamin Littman Founding Member
  • West Financial Services - (Dana Tomisek - Information Systems Manager)
    Play Video
    Dana Tomisek Information Systems Manager
  • C.W. O’Conner Wealth Advisors, Inc. - Customer Success Story
    Play Video
    Clifford W. O'Conner Founder and President
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 1,911,838+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.