Tamarac
Envestnet | Tamarac is an integrated software platform for registered investment advisors providing portfolio management, performance reporting, client portal, billing, trading, CRM, data aggregation, and unified managed account solutions.
What is Tamarac?
Tamarac enables RIAs, independent broker-dealers, and wealth management firms to automate workflows, improve accuracy, and deliver data-driven insights through customizable dashboards and client portals. Core features include client portal, portfolio management, client management, portfolio rebalancing, risk management tools for account access, portfolio oversight, trading adjustments, and risk monitoring. 2026 Q1 updates introduced expanded trading oversight capabilities, selective sync functionality, improved account search tools, refreshed billing UI, new grouping options in Report Studio, and redesigned mobile client experience. Upcoming 2026 features include zero downtime features like unlocking accounts and trading pages, in-app notifications, and faster data processing with reconciliation outside of Portfolio Center.
Envestnet | Tamarac - Platform for RIAs to Build and Grow
Funding
Owned by Envestnet Inc
