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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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    4.7 / 5.0
    Customer References304 total
    About

    SS&C Advent, a business unit of SS&C, is helping over 4,300 investment firms in more than 50 countries from established global institutions to small start-up practices—to grow their business and thrive. Delivering unparalleled precision and ahead-of-the-curve solutions for more than 30 years. They help firms minimize risk, work together seamlessly with their clients, and help shape the future of investment management.

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    4.7 / 5.0
    Customer References9 total
    About

    Virtual Trader is the global market leader in enhancing the intercompany and intra-company functionality of Oracle EBS without the need for customization. For many years their software has been a key element in the ERP solutions of some of the world's largest multinational corporations. Virtual Trader is a mature software solution that provides full control over all aspects of intercompany creation, transfer pricing, automated settlement, and advanced accounting through a 'non-intrusive'​ product set that provides both functionality and flexibility.

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    4.7 / 5.0
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    About

    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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