STRATAFOLIO vs Tamarac
STRATAFOLIOLease Management
$95+ per monthPublished price
TamaracPortfolio Management
STRATAFOLIO Lease Management Smart. Reliable. STRATAFOLIO. | Tamarac Portfolio Management Where RIAs Build and Grow | |
|---|---|---|
| Overview | ||
| Category | Lease Management | Portfolio Management |
| What it is | CRE portfolio management software integrating with QuickBooks for owners to manage leases and performance. | RIA technology platform by Envestnet providing portfolio management, rebalancing, and CRM for independent advisors. |
| Pricing | ||
| Published price | $95+ per month | 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 | Tiered plans | Not available |
| Free options | No free plan · Free trial | No free plan · No free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2017 | 2000 |
| Team size | 11-50 employees | 201-500 employees |
| Headquarters | Cedar Rapids, IA | Seattle, WA |