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  • 4.8 / 5.0 (178)
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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."

  • "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."

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  • Reference Rating
    4.7 / 5.0
    Customer References12 total
    About

    Maroo is a payments platform tailored to the weddings and events industry. On Maroo you can accept payments with zero processing fees by easily passing the fees on to your clients. You can also pay your bills using credit cards even if your supplier might not accept them. They help small and medium business owners to create professionally looking invoices, e-sign contracts, pay their freelancers and organize their accounting and taxes - all in one place.

  • Reference Rating
    4.7 / 5.0
    Customer References3 total
    About

    OneUp is the fastest online accounting software for small business owners and accountants. Features include accounting, invoicing, inventory and CRM, and are fully available on both mobile and desktop. With OneUp, runs your business anywhere, anytime. OneUp white label technology's transforms bank business portals into a new generation of business banking (in weeks not years). OneUp's AI engine categorizes bank feeds to tax ready accounting and cash-flow forecast with a 95% accuracy. They leverage their 10+ years of experience serving directly 700,000 SMBs in 50 countries with OneUp app.

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    4.7 / 5.0
    Customer References8 total
    About

    ProcessWare ERP to increase productivity and profits through a unique combination of software and services. The core Management Team provides a full range of Installation, Implementation, and Training services from a background of over 60 years of industry experience. Clients benefit from a local sales and service network with offices in North America, South Asia, South East Asia, and the Far East. Customers use the ProcessWare ERP product for solid distribution and manufacturing-focused business management such as pre-sales research & development (R&D), product profitability tracking, production schedule optimization, and sales cycle management. Users gain quality improvement, increased revenues, and lower supplier costs.

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