Tamarac

Tamarac is a provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Envestnet | Tamarac enables investment advisors to run their businesses with greater efficiency, scale and profitability through our custodian agnostic technology platform and outsourced portfolio management services.

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Products and services

Tamarac provides independent registered investment advisors with a broad suite of software tools and services to automate the process of portfolio management, rebalancing and trading within their practices.

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Support & Services

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