Envestnet Tamarac. Built for the way RIAs work.
Streamline operations, power investment management, and deliver a consistent client experience so your team can focus on growth.
Reporting at the Speed of Advice
The future of Tamarac reporting has arrived.
With Envestnet Tamarac Report Studio, advisors can go from data to client-ready reports in minutes, not hours. Create, customize, and refine reports with AI assistance while staying fully in control of every detail.
- Turn 30–60-minute reporting tasks into five-minute workflows.
- Create consistent, professional reports without starting from scratch.
- Generate personalized client briefs using built-in AI intelligence.
- Share reports seamlessly through the client portal.
The wealth management platform designed for RIA growth
Elevate your practice with portfolio rebalancing, performance reporting, trading, CRM and more, all in one place. By unifying wealth management workflows, Envestnet Tamarac can help you save time, deliver personalized portfolios at scale, and provide a high-touch experience to more clients.
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Every RIA grows differently. That’s why Tamarac is designed to support where your firm is now, and where you want to go next.
Use Tamarac to scale faster – without adding operational complexity.
Use Tamarac to standardize where it counts and personalize where it
Use Tamarac to simplify your tech stack and unlock firm-wide efficiency.
A platform and a partner invested in your success
Growth-minded RIAs choose Envestnet Tamarac for a platform built to scale, backed by our dedicated support and expertise. More than 1,800 firms, including nearly 40% of RIAs managing over $1 billion in assets1, use our TAMP technology to:Automate trading and rebalancing workflowsTailor portfolios with direct indexing, tax overlay, and custom modelsShift time from admin to client relationshipsStrengthen client acquisition, retention, and value delivery
Power your practice with end-to-end wealth management technology
Trading
Streamline trading, rebalancing, and compliance workflows to serve more clients, more efficiently.
Reporting
Gain deeper insights into investment performance, holdings, and transactions with customizable reports.
Client Portal
Empower clients with a holistic view of their finances through a customizable portal.
Proposal Tool
Build, present and fund investment strategies with a strategic portfolio construction tool.
Unified Managed Accounts
Transform portfolio management from a manual, account-by-account process into a streamlined, automated workflow.
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Expert Insights for RIAs
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Checklist
Tech vendor due diligence checklist
Assess your current financial technology vendor or evaluate other providers with these key questions.
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Blog
Building the ultimate RIA tech stack
Get a buyer’s guide to evaluating portfolio management, CRM, reporting, and client experience tools.
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Blog
Staying ahead of the curve by humanizing wealth management
See how SEIA is expanding their national footprint with Tamarac and a human touch.
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Blog
Wealth management leaders discuss what’s next for RIAs
Three wealth management insiders break down the forces reshaping the RIA landscape and discuss how firms can navigate the road ahead.
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eBook
5 key trends defining the RIA industry
Take a look at the major trends shaping RIA growth, operations, and the client experience.
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Case Study
Realizing the vision for a different kind of advisor experience
See how Pure Financial delivers white-glove service with the help of Envestnet tools and support.
1As of December 2025
2The above is based on the experience of a current client as of the date of writing and is not representative of all client experiences. No cash or non-cash compensation has been provided for this client story. This material does not constitute an endorsement of any firm or individual.