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Envestnet Tamarac

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Unified portfolio management, trading, reporting, and CRM platform for RIAs

Financial CRM Software
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  • Deployment Cloud Based
  • Starting price Custom
  • Free trial Not offered
  • Best for SMEs, Enterprises

What is Envestnet Tamarac?

Envestnet Tamarac is a unified wealth management platform for Registered Investment Advisors, combining portfolio trading and rebalancing, customizable performance reporting, a client portal, a proposal tool, unified managed accounts, and a built-in CRM. The trading and rebalancing engine automates trade execution and tax optimization, while reporting tools track portfolios against benchmarks and generate scheduled client statements.

Tamarac has served RIAs for over 25 years and is now part of Envestnet; its original domain, tamaracinc.com, redirects to Envestnet's site. Pricing is not published, so firms must contact Envestnet's sales team for a quote, though bundling Tamarac Reporting with Trading or MoneyGuide can reduce first year subscription costs.

Key Features of Envestnet Tamarac

Envestnet Tamarac lists 8 documented features, including Automated trading, rebalancing, and tax optimization, Customizable investment performance and holdings reporting and Scheduled PDF report generation and delivery. The list below covers what the product does rather than how it is marketed.

  • Automated trading, rebalancing, and tax optimization
  • Customizable investment performance and holdings reporting
  • Scheduled PDF report generation and delivery
  • Client Portal with a customizable view of a client's full financial picture
  • Proposal tool for constructing and presenting investment strategies
  • Unified Managed Accounts (UMA) automation across multiple accounts
  • Built-in CRM integrated with Microsoft Office 365 and Outlook
  • Portfolio deviation tracking across multiple category levels

Envestnet Tamarac Pricing

Envestnet Tamarac lists 1 plan without published figures. Pricing is quoted on request.

Tamarac Suite

Custom

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Bundled Reporting, Trading, CRM, Client Portal, and Proposal tools; bundling can save up to 50% in year one

Envestnet Tamarac Specifications

Envestnet Tamarac is available on web app. It offers an API.

Deployment
  • Cloud Based
Billing cycle
Yearly
Desktop
  • Web App
Languages
  • English
Built for
  • SMEs
  • Enterprises
Support
  • Email
  • Phone
  • Live Support
  • Training
  • Tickets
Integrations
Microsoft Office 365 and Outlook, custodians (Schwab, Fidelity, TD Ameritrade), MoneyGuide, and the broader Envestnet ecosystem
Public API
Yes
Free trial
No
Free plan
No
Runs in browser
Yes
Customisable
Yes
Website
tamaracinc.com

Envestnet Tamarac Videos

Envestnet Tamarac Screenshots

Envestnet Tamarac screenshot 1

Envestnet Tamarac Comparisons

Side by side comparisons of Envestnet Tamarac against 3 other Financial CRM Software options listed here.

Envestnet Tamarac
Equisoft/connect
VS
Envestnet Tamarac
Oracle CX
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Envestnet Tamarac
Pega
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Envestnet Tamarac FAQs

Envestnet does not publish tiered pricing for Tamarac. Firms must contact Envestnet's sales team for a custom quote, though bundling Tamarac Reporting with Trading or MoneyGuide can offer up to 50 percent off the subscription in the first year.

No published free trial is available; Tamarac is sold through direct sales engagement.

It is a web-based relationship management system built into the platform that integrates with Microsoft Office 365, Outlook, and Tamarac Reporting and Trading to give advisors a single view of financial and rebalancing data.

Tamarac is owned by Envestnet, and the legacy tamaracinc.com domain now redirects to Envestnet's website.

Envestnet provides the Tamarac Support and Training Center, combining help center resources with Tamarac University training videos, live support during business hours, and dedicated implementation consultants.