AtlasX vs Tamarac
AtlasXCommercial Real Estate CRM
CustomPublished price
TamaracPortfolio Management
AtlasX Commercial Real Estate CRM Portfolio analytics for CRE firms. | Tamarac Portfolio Management Where RIAs Build and Grow | |
|---|---|---|
| Overview | ||
| Category | Commercial Real Estate CRM | Portfolio Management |
| What it is | Portfolio analytics for CRE firms. | RIA technology platform by Envestnet providing portfolio management, rebalancing, and CRM for independent advisors. |
| Pricing | ||
| Published price | Custom No public pricing; sold via demo/sales. Note: the catalog domain atlasx.io is currently unreachable; the active AtlasX CRE product operates at atlasx.co. Pricing is quote-based fo… | Envestnet Tamarac does not publish a paid list price. The public Tamarac page presents trading, reporting, billing, CRM, and client portal tools and asks prospective RIAs to conne… |
| Pricing model | Custom quote | Not available |
| Free options | No free plan · No free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2018 | 2000 |
| Team size | 11-50 employees | 201-500 employees |
| Headquarters | New York, NY | Seattle, WA |