OVERALL CUSTOMER
REFERENCE RATING
4.8
"We’re not a technology or a performance reporting company, so Tamarac is a good partner because they..."
Neal Simon
CEO and Principal
"Tamarac helps us fulfill this objective by allowing us to focus our team and resources on higher-valu..."
John Kirkpatrick
Vice President and Wealth Advisor
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"The Tamarac reports weren’t cookie-cutter reports—we could make them our own—and they were consistent..."
Jill Lizzi
Wealth Advisor
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"The teamwork aspect of Spectrum’s culture is enhanced by the integrated elements of Envestnet | Tamar..."
Leslie Thompson
Managing Principal
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"We’re not looking to add more staff, but if we need to bring someone in, Tamarac can help ensure that..."
Dustin Stiefel
Co-Founder and Principal of Steward
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"We’re always looking for ways to communicate to clients all that we’re doing for them. At the firm le..."
Andrew Miller
Director of Analytics at Krilogy Financial
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"Our acceptance rate for the Tamarac software has been enormously high, and people are eager to use i..."
Ken Bowen
Chief Operating Officer and Portfolio Manager
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"The biggest improvement has been the technical expertise of everyone we’ve “ encountered at Tamarac...."
Mike Damas
Founder and President
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"We were really impressed with how RIA-focused the products were and how easily the data flows between..."
John Kraus
Vice President, Director of Investment Operations
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"The technology partner we chose was truly that, a partner. Tamarac helped us tremendously throughout..."
Jake Filoon
President and Chief Operating Officer
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Testimonials & Customer References of individual Envestnet | Tamarac customers - their endorsements, recommendations, and customer success results of using the software or service. Read these Testimonials & Customer References to decide if Envestnet | Tamarac is the right business software or service for your company.

We monitor all 10 testimonials to prevent fraudulent testimonials and keep all our testimonials quality high. We only post testimonials verified by the vendor. Verified testimonials require that customer is an actual user of the product.