Tamarac
The facts below are what the maker publishes about Tamarac, checked and dated. Our editors have not written about it yet.
Plans and prices
From Tamarac's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Envestnet Tamarac | Priced on request | Pricing not stated on the product page; contact Envestnet |
The facts
Each one read from Tamarac's own pages, with the date it was checked.
What it does
- Allocation analysis
- Yeschecked 20 Sep 2026
- API
- Tamarac’s External API can provide client, household, group, account, holdings, and document data; API documentation and credentials require Envestnet Developer Portal credentials and an account manager discussion.checked 11 Oct 2026
- Asset class coverage
- multi_asset_alternativeschecked 20 Sep 2026
- Audience
- The product page describes Tamarac as serving independent registered investment advisors (RIAs).checked 11 Oct 2026
- Client portal
- Tamarac’s client portal gives clients a customizable holistic view of their finances.checked 11 Oct 2026
- CRM
- Tamarac CRM is a web-based relationship management system that integrates with Tamarac Reporting and Trading, Microsoft 365, Outlook, and MoneyGuide.checked 11 Oct 2026
- Integrations
- Envestnet lists partners including Redtail, Salesforce, Wealthbox, Practifi, Nitrogen, and Docupace in its integration directory.checked 11 Oct 2026
- Performance reporting
- Yeschecked 20 Sep 2026
- Product
- Envestnet Tamarac offers trading, reporting, billing, and CRM tools for wealth management practices.checked 11 Oct 2026
- Reporting
- Tamarac Reporting provides portfolio analysis, flexible reporting, and billing capabilities.checked 11 Oct 2026
- Risk analysis
- Yeschecked 20 Sep 2026
- Security
- Envestnet says it uses transmission encryption, firewall barriers, and authentication procedures to help protect online sessions and accounts from unauthorized access.checked 11 Oct 2026
- Support
- Envestnet directs Tamarac users to its Support & Training Center for product documentation and release information.checked 11 Oct 2026
- Tax-lot tracking
- Yeschecked 20 Sep 2026
- Trading
- Tamarac Trading supports portfolio rebalancing, tax-loss harvesting, model management, cash monitoring, and trading-only workflows.checked 11 Oct 2026
- Trading workflow
- Tamarac Trading can automate model portfolio construction and management, monitor trading triggers, execute trades through brokers, and reconcile prior-day trades.checked 11 Oct 2026
- UMA limitation
- For Tamarac Unified Managed Accounts, reporting integration is one-way: changes to Tamarac UMAs must be made on Envestnet, and changes to sleeve accounts in Tamarac are not sent back.checked 11 Oct 2026
The company
- Company
- Envestnet states it was founded in 1999 and is headquartered in Berwyn, Pennsylvania.checked 11 Oct 2026
- Founded
- 2000checked 28 Sep 2026
- Headquarters
- Seattle, Washington, USAchecked 28 Sep 2026
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