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Indata vs Tamarac

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IndataInvestment Management Software
TamaracPortfolio Management
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Investment Management Software

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Investment Management Software

Overview
Focus
Investment Management Software
Portfolio Management
Product
Investment management software for asset managers with portfolio management, trading, and compliance.
RIA technology platform by Envestnet providing portfolio management, rebalancing, and CRM for independent advisors.
Headquarters
Greenwich, Connecticut
Seattle, Washington
Company size
51-200 employees
201-500 employees
Founded
1989
2000
Pricing details
Source updated
Oct 29, 2026
Oct 29, 2026

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Investment Management Software