Envestnet Tamarac
Financial Service
Why pick this one
Envestnet Tamarac equips independent advisors with a comprehensive wealth management platform and has over 25 years of experience.
Best for
- independent financial advisors seeking portfolio management solutions
- advisors looking to automate trading and compliance workflows
Look elsewhere if
- small individual investment needs
- non-RIA financial services
Specialties
- trading tools
- reporting tools
- client portal
- proposal tool
- CRM tools
What makes them different
- serves independent advisors
- provides a unified wealth management platform
- specializes in automation of portfolio management
- offers customizable reporting tools
- empowers clients with a holistic view through a client portal
- Years in business
- over 25 years
Distilled from this business's own website.
Contact & Location
- Address
- 421 Fayetteville St, Raleigh, NC 27601-1388
- Phone
- +19199994600
- Website
- http://tamaracinc.com
Services
- wealth management technology
- portfolio management
- billing
- client relationship management