Exirio vs Tamarac
Exirio
exirio.comTamarac
envestnet.comSide by side
| Figure | Exirio | Tamarac |
|---|---|---|
| Price from | $7.42/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 5 | 1 |
| Spec score · Portfolio Management Software | 8.5 (#11) | 8.1 (#23) |
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset_alternatives | multi_asset_alternatives |
| Founded | 2020 | 2000 |
| Headquarters | Dover, Delaware, USA | Seattle, Washington, USA |
| Performance reporting | Yes | Yes |
| Product | Exirio describes itself as a wealth management app for tracking investments in any currency. | Envestnet Tamarac offers trading, reporting, billing, and CRM tools for wealth management practices. |
| Risk analysis | Yes | Yes |
| Security | The security page says data is encrypted in transit using HTTPS/TLS with AES-256 and that personally identifiable information and backups are encrypted at rest. | Envestnet says it uses transmission encryption, firewall barriers, and authentication procedures to help protect online sessions and accounts from unauthorized access. |
| Support | The benefits page advertises 24/7 support, while Premium includes priority support. | Envestnet directs Tamarac users to its Support & Training Center for product documentation and release information. |
Plans
Exirio
- Starter$9 a month
- Premium$28 a month
- Starter$89 a year
- Premium$275 a year
- InstitutionalPriced on request
In their own words
Tamarac
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.