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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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    Customer References30 total
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    Reckon - Online & desktop accounting software for business of all sizes, accountants, bookkeepers & professionals. Along with their loyal network of 6,000+ partners and their active customer base, Reckon's singular mission is to keep moving forward and challenging our space with continuous innovation to create a brave new accounting economy.

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    Customer References3 total
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    Simply Accounts six years ago in 2012 many other developers were moving over to the ‘Cloud’. Although there can be advantages to a remote server solution to the accounting needs of some businesses, they feel the 'desktop' environment provides the flexibility of working anywhere and not reliant on an internet connection. The only time you need a connection to the internet is to submit VAT or MTD Returns and to receive software updates from Simply Accounts and import banking data. You remain in control of your data and not subject to third party issues with either access to or maintenance on a remote server controlled by others. Simply Accounts is a mature product enjoyed by many and suitable for most at an affordable price.

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    Customer References3 total
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    Wave delivers innovative financial services and award-winning free software to small and micro-businesses around the world.By providing access to capital (Lending), improving cash flow (Payments), delivering money to employees (Payroll), helping businesses get paid (Invoicing), preparing for tax time and providing business insights (Accounting, Receipts), Wave covers the spectrum of a small business owner's financial life, and helps businesses grow and thrive.

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