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Advisor Xi - Envestnet | Tamarac

Company Info

Company Name:
Data Last Updated:
  • November 27, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (866) 525-8811
Year Founded
  • 2000
Number of Employees:
  • 100

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 450

Pricing

Pricing Based By:
Trial:
Initial Training:
Support:

Total System Features

Components of System:
Data Synchs in All Components:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:
Other Security Enhancements:
  • None
Tamarac Inc. is the leading provider of sophisticated, scalable portfolio management technology that enables investment managers to provide customized, tax-efficient, individual account management to a multitude of clients.
Tamarac Inc. is the leading provider of sophisticated, scalable portfolio management technology that enables investment managers to provide customized, tax-efficient, individual account management to a multitude of clients. With Tamarac, investment management firms can efficiently manage thousands of individual accounts through the automation of the investment management, modeling, tax efficiency, trading and compliance functions of their businesses.

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