Integrated technology for RIAs across trading, reporting, and client management.
Tamarac, now fully integrated under the Envestnet brand, is a technology platform built for registered investment advisors managing client portfolios at scale. The platform consolidates trading, reporting, billing, CRM, and client portal functions into a single environment, reducing the operational friction that comes from running disconnected point solutions. RIAs and advisory firms that need to manage high volumes of client accounts across multiple custodians are the core audience.
The platform covers a wide operational surface:
For family offices that operate with an RIA structure or that work through advisory intermediaries, Tamarac offers a recognisable and widely adopted technology stack. The Envestnet parent platform adds access to broader wealth management infrastructure, including investment product access and data services. Pricing is not publicly disclosed, and prospective users must engage directly with the sales or support team for specifics. The platform appears primarily oriented toward the US RIA market, with limited evidence of international deployment or multi-currency capability in the available content.
Delivering end-to-end technology for the entire wealth management experience.
On Tamarac, from a family-office user
Built for Advisors / Wealth Advisors (RIA), Investment Teams.
Dedicated support team and customer support contact available.