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tamaracinc.com |
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108.166.40.189 |
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Tamarac |
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San Antonio |
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29.499677658081 |
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-98.39924621582 |
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What We Do Tamarac The most comprehensive technology platform for independent RIAs, with the experience and staff to support your firm every step of the way. Tamarac Reporting Portfolio management, performance reporting, client portal, billing and more. Tamarac Trading Model management, account monitoring, trading, rebalancing and reconciliation. Tamarac CRM Client management, workflow automation and business intelligence. Tamarac PortfolioCenter Cloud Portfolio Management Solution for emerging RIA practices. Tamarac Services Hand off your regular back-office processes to Tamarac. Integrations Tamarac is an open platform with a growing list of technology partners. Tamarac Support Proven consulting, training and support available in-person, over the phone and online. PortfolioCenter Support Powerful, Easy-to-Use Portfolio Management and Reporting Solution. Why Tamarac Case Studies News In The News Press Releases White Papers Blog Events Events Webinars On-site Demo User Groups Consulting Days Advisor Summit About Company Overview Careers Resource Library Contact Start the conversation Sign In Tamarac The most comprehensive technology solution for RIAs Best-in-class Prospecting & Onboarding Client Portal Reporting Billing Trading CRM Data Aggregation & Reconciliation Model Marketplace Open Integration Consulting, training and support Used by more than 1,000 independent RIA firms, collectively managing over $1.2 trillion in assets. X COVID-19: Weekly Client Update View the latest update from Bill Crager on the steps that Envestnet is taking to ensure the continuity of our service and the health and safety of our amazing staff who delivers it. Read More Recent Industry Awards Winner | Portfolio Management Winner | Portfolio Management Winner | Rebalancing Winner | Client Portal Tamarac + PortfolioCenter "No Conversion" You don’t have to disrupt your business, but you have the option to enhance it. Add the client-engagement and reporting power of Tamarac at no additional cost for up to two years. Learn More Advisor CRM Demo -- Contact Us 866.525.8811 sales@tamaracinc.com Personal Demo Average length: 1 hour Let us walk you through a personal demonstration of Tamarac. Request a Demo Tamarac Empowers Advisors Open Platform Tamarac is an open platform with a large and growing list of supported integration partners — providing your firm with the flexibility and support you need to automate more of your business. Maximum Client Engagement Give your firm the tools you need to better engage your clients and demonstrate the value your firm provides with Tamarac’s client portal, interactive reporting, customizable PDF reports, document vault, budgeting tools, mobile app, and integrated financial planning. Cutting Edge Technology Tamarac was founded in 2000 as a Software as a Service (SaaS) company with an emphasis on service. Tamarac’s focus on innovation and best-in-breed technology allows us to incorporate user feedback and add significant enhancements to our platform; ongoing field testing keeps us ahead of an ever-changing industry. These enhancements help ensure that your firm is always using the most cutting edge reporting, portfolio management, and client engagement technology. Automate More Workflows Thanks to Tamarac’s growing capabilities and centralized data, your firm has the flexibility and power to create end-to-end workflows to automate your business processes across a unified platform. Data Quality As a pioneer in portfolio rebalancing software, we understand the importance of data quality and the impact it has on trading and reporting. Tamarac provides powerful data aggregation, trade reconciliation, analytics, and business intelligence reporting. Scalability Tamarac supports RIAs ranging in size from $50 million to $50 billion in assets under management. With Tamarac, you can trade and report on hundreds of thousands of accounts quickly and with confidence. Tamarac is a partner that can support the growth of your firm for generations to come. Security As part of Envestnet, Tamarac’s platform and data security is second to none. Tamarac uses world-class data centers that are SAS 70 II and SSAE-16 Type II compliant with full redundancy and disaster recovery to ensure your data is secure and our software is always accessible. Tamarac also offers dual-factor authentication to provide you and your clients with peace of mind. Advisor CRM Demo -- Contact Us 866.525.8811 sales@tamaracinc.com Personal Demo Average length: 1 hour Let us walk you through a personal demonstration of Tamarac. Request a Demo What We Do Tamarac Platform Tamarac Reporting Tamarac Trading Tamarac CRM Tamarac PortfolioCenter Cloud Tamarac Services Integrations Support Why Tamarac Case Studies Tamarac University News In The News Press Releases White Papers Events Events Webinars Power Lunch On-site Demo User Groups Advisor Summit About Company Overview Careers Resource Library Contact 866.525.8811 / Email Us / Schedule a Demo Privacy Policy / Data Promise / Terms of Use / Business Continuity / Social Copyright Envestnet | Tamarac All rights reserved. www.tamaracinc.com is digitally verified by Starfield Secure Certification Authority. Sign In Advisor CRM Demo -- Tamarac Trading Sign In Tamarac Reporting Sign In...
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