Envestnet Tamarac

Elevate your practice with Tamarac trading, reporting, billing, and CRM tools from Envestnet. As a leading WealthTech provider, Envestnet delivers a unified wealth management platform to help advisors save time, improve accuracy, and enhance the client experience.

Advisor using Envestnet Tamarac trading tools

Power your practice with end-to-end wealth management technology

Trading

Streamline trading, rebalancing, and compliance workflows to serve more clients, more efficiently.

Explore trading tools

Reporting

Gain deeper insights into investment performance, holdings, and transactions with customizable reports.

Explore reporting tools

Client Portal

Empower clients with a holistic view of their finances through a customizable portal.

Explore client portal

Serving RIAs for over 25 years

Independent advisors have long relied on Tamarac for trusted portfolio management, trading, and reporting. Together, Envestnet and Tamarac equip advisors with the tools they need to construct and deliver enhanced client experiences at every stage of the investment lifecycle.

Proposal Tool

Build, present and fund investment strategies with a strategic portfolio construction tool.

Explore proposal tool

Unified Managed Accounts

Transform portfolio management from a manual, account-by-account process into a streamlined, automated workflow.

Explore UMAs

CRM

Stay connected and up to date with a CRM designed to simplify client management.

Explore CRM

  • “We’ve had great success leveraging Tamarac trading and rebalancing. Our investment team produces model portfolios, and we leverage Tamarac to scale those model portfolios.*”

    – Vikram Chugh, COO, Robertson Stephens

Let's connect!

* Required Field

See how Envestnet empowers advisors and financial professionals with the leading WealthTech solution.

Expert Insights for RIAs

  • Webinar

    Tamarac Trading: New Features, Use Cases, and What's Next

    Discover how Envestnet | Tamarac Trading can help you trade smarter and scale faster. In this live session, we’ll showcase the latest features, share real-world use cases, and give you a sneak peek at what

  • Blog

    6 ways advanced users are getting more from Envestnet Tamarac

    Real-life strategies, hard-won lessons, and a look into how Tamarac users are using our technology for efficiency, scalability, and innovation.

  • Blog

    Building the ultimate RIA technology stack

    A comprehensive tech stack is more than just a collection of tools—it is the framework for a well-built advisory practice. What combination best fits your business needs?

  • eBook

    5 key trends defining the RIA industry in 2026

    In 2026, we expect even more advisors will explore and implement advanced AI-powered tools – not only to reduce back office tasks, but to anticipate their clients’ needs, make faster and more strategic dec

* The 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.