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Security & compliance
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RIA technology platform by Envestnet providing portfolio management, rebalancing, and CRM for independent advisors.
Pricing
Enterprise
Founded
2000
Team size
201-500 employees
Headquarters
Seattle, WA
Product Preview
Preview from envestnet.com/tamarac
About Tamarac
Envestnet Tamarac is a wealth management technology suite for RIAs, covering rebalancing, performance reporting, billing, CRM, proposal tools, UMAs, and client portals. Pricing is enterprise/RIA-specific and not listed publicly.
Buyer Fit & Positioning
Procurement & Fit
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Pricing
Commercial model
Pricing model: Not specified
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Tamarac
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