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SPECIFICTION
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Tamarac

envestnet.com

WebiOSAndroidAPI
Visit envestnet.com
Spec score 8.1 #23 of 81 in Portfolio Management Software

What it is

Tamarac is paid wealth-management software from Tamarac for independent registered investment advisors. Its tools cover trading, reporting, billing, and CRM work. Tamarac Trading supports portfolio rebalancing, tax-loss harvesting, model management, cash monitoring, and trading-only workflows. It can automate model portfolio construction and management, monitor trading triggers, execute trades through brokers, and reconcile prior-day trades. Tamarac Reporting provides portfolio analysis, flexible reporting, and billing capabilities. The client portal gives clients a customizable holistic view of their finances. Tamarac CRM is web-based and integrates with Tamarac Reporting and Trading, Microsoft 365, Outlook, and MoneyGuide. Listed analysis includes performance reporting, allocation analysis, risk analysis, and tax-lot tracking across multi-asset and alternative coverage. The product runs on Android, iOS, the web, and through an API. Pricing is paid and available on request. Its external API requires Envestnet Developer Portal credentials and an account-manager discussion.

Spec sheet

Product
Envestnet Tamarac offers trading, reporting, billing, and CRM tools for wealth management practices.Read 11 Oct 2026 · envestnet.com
Audience
The product page describes Tamarac as serving independent registered investment advisors (RIAs).Read 11 Oct 2026 · envestnet.com
API
Tamarac’s External API can provide client, household, group, account, holdings, and document data; API documentation and credentials require Envestnet Developer Portal credentials and an account manager discussion.Read 11 Oct 2026 · developer.envestnet.com
Integrations
Envestnet lists partners including Redtail, Salesforce, Wealthbox, Practifi, Nitrogen, and Docupace in its integration directory.Read 11 Oct 2026 · envestnet.com
Security
Envestnet says it uses transmission encryption, firewall barriers, and authentication procedures to help protect online sessions and accounts from unauthorized access.Read 11 Oct 2026 · api.envestnet.com
Support
Envestnet directs Tamarac users to its Support & Training Center for product documentation and release information.Read 11 Oct 2026 · envestnet.com
Headquarters
Seattle, Washington, USARead 28 Sep 2026 · envestnet.com
Founded
2000Read 28 Sep 2026 · envestnet.com
Company
Envestnet states it was founded in 1999 and is headquartered in Berwyn, Pennsylvania.Read 11 Oct 2026 · envestnet.com
Allocation analysis
YesRead 20 Sep 2026 · envestnet.com
Asset class coverage
multi_asset_alternativesRead 20 Sep 2026 · envestnet.com
Client portal
Tamarac’s client portal gives clients a customizable holistic view of their finances.Read 11 Oct 2026 · envestnet.com
CRM
Tamarac CRM is a web-based relationship management system that integrates with Tamarac Reporting and Trading, Microsoft 365, Outlook, and MoneyGuide.Read 11 Oct 2026 · envestnet.com
Performance reporting
YesRead 20 Sep 2026 · envestnet.com
Reporting
Tamarac Reporting provides portfolio analysis, flexible reporting, and billing capabilities.Read 11 Oct 2026 · developer.envestnet.com
Risk analysis
YesRead 20 Sep 2026 · envestnet.com
Tax-lot tracking
YesRead 20 Sep 2026 · envestnet.com
Trading
Tamarac Trading supports portfolio rebalancing, tax-loss harvesting, model management, cash monitoring, and trading-only workflows.Read 11 Oct 2026 · envestnet.com
Trading workflow
Tamarac Trading can automate model portfolio construction and management, monitor trading triggers, execute trades through brokers, and reconcile prior-day trades.Read 11 Oct 2026 · resources.envestnet.com
UMA limitation
For Tamarac Unified Managed Accounts, reporting integration is one-way: changes to Tamarac UMAs must be made on Envestnet, and changes to sleeve accounts in Tamarac are not sent back.Read 11 Oct 2026 · envestnet.com

Plans and prices

Envestnet Tamarac Priced on request Pricing not stated on the product page; contact Envestnet Read 11 Oct 2026 · envestnet.com

Every Tamarac plan and price →

Strong points and limits

Strong points

  • Supports portfolio rebalancing and tax-loss harvesting
  • Includes performance, allocation, and risk analysis
  • Tracks tax lots
  • Client portal offers holistic financial views
  • Runs on web, iOS, Android, and API

Limits

  • Pricing is available only on request
  • UMA reporting integration is one-way
  • API access requires credentials and account-manager discussion

Who it suits

Tamarac is aimed at independent RIAs needing trading, reporting, billing, CRM, and investment analysis tools. Its platform mix also suits practices requiring web, mobile, and API access.

Verdict

Tamarac brings trading automation, reporting, billing, CRM, client access, and multi-asset analysis into one listed product suite. Buyers should confirm request-based pricing and understand the UMA and API access conditions.

Where Specifiction places it

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