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Envestnet | Tamarac Testimonials

  • "We’re always looking for ways to communicate to clients all that we’re doing for them. At the firm level, Tamarac’s technology enables us to document our activity in a way that’s time efficient and displays a log of what we’ve done."

    Andrew MillerDirector of Analytics at Krilogy Financial

  • "The technology partner we chose was truly that, a partner. Tamarac helped us tremendously throughout the integration process and has continuously enabled us to meet the changing technology needs of our firm to deliver an evolving and better client experience."

    Jake FiloonPresident and Chief Operating Officer
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    4.7 / 5.0
    Customer References7 total
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    Roger is the fastest-growing automation platform for small-and-medium-sized businesses looking to scale faster with less overhead. They’re so much more than an accounts payable platform. Roger is your all-in-one solution for taking the unnecessary work out of bookkeeping, reimbursements, expense reports, fraud detection, internal communication and more. Accountant or bookkeeper? Roger's Advisors platform helps you manage client work automatically, uncover new revenue models and design your practice for growth.

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    4.7 / 5.0
    Customer References851 total
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    Sage Intacct is the innovation and customer satisfaction leader in cloud Financial Management. With the powerful combination of Sage and Intacct, the Sage Business Cloud offers the best capabilities of both companies. Bringing cloud computing to finance and accounting, Sage Intacct’s innovative and award-winning applications are the preferred financial applications for AICPA business solutions. In use by organizations from startups to public companies, Sage Intacct is designed to improve company performance and make finance more productive. Hundreds of leading CPA firms and Value Added Resellers also offer Intacct to their clients.

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    Customer References12 total
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    inDinero is a free online financial dashboard that synchs data across all of your financial accounts to help business owners track all their money from a central location. It provides the financial tools and bookkeeping services to grow your small business.

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