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Snowball Analytics vs Tamarac

Tamarac

6.8#39 in portfolio management software
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What both publish

FactSnowball AnalyticsTamarac
Allocation analysisYesYes
Asset class coveragemulti_asset_alternativesmulti_asset_alternatives
Founded20212000
HeadquartersLyon, FranceSeattle, Washington, USA
Performance reportingYesYes
Risk analysisYesYes
SecuritySnowball Analytics says it does not store broker or crypto-account credentials; Yodlee connections are read-only, and stored data is depersonalized and encrypted in transit.Envestnet says it uses transmission encryption, firewall barriers, and authentication procedures to help protect online sessions and accounts from unauthorized access.
SupportThe pricing page directs users to Snowball Analytics' Knowledge Base for popular questions, tutorials, and usage advice.Envestnet directs Tamarac users to its Support & Training Center for product documentation and release information.

Snowball Analytics plans

  • FreeFree
  • Investor$149.99 a year
  • Expert$249.99 a year
  • Starter$79.99 a year

Tamarac plans

  • Envestnet TamaracPriced on request

Pick Snowball Analytics if…

It suits long-term retail investors who want an overview of investments across supported assets and broker connections. It may also help investors tracking dividend income or reviewing performance, risk and diversification.

Pick Tamarac if…

You want what its maker publishes above — check its page for the details.

Charts they share