Buyer Fit
Target firm types
- RIAs
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Integrated portfolio management trading reporting and CRM platform built for larger independent RIAs.
Description
Tamarac part of Envestnet provides a unified platform covering portfolio accounting rebalancing performance reporting CRM billing and client portal for mid-size to enterprise RIA firms.
Integrations
Tamarac has 25 integrations in our directory
Search below to find what you're looking for
- AdvisorEngine CRM Level 1
- AdvisorPeak Level 3
- Black Diamond Level 3
- ByAllAccounts Level 2
- Citrix ShareFile Level 3
- DocuSign Level 3
- eMoney Advisor Level 5
- Fabric Risk Level 1
- Fidelity (National Financial) Level 5
- Flyer Financial Technologies Level 5
- Hidden Levers Level 3
- LaserApp Level 2
- MoneyGuide Level 5
- Nitrogen Wealth Level 5
- Office 365 Level 2
- Pershing Level 5
- Pulse Level 1
- Redtail Level 3
- RightCapital Level 3
- Salentica Elements Level 3
- Salesforce Level 5
- Schwab Level 5
- Telemet Orion Level 1
- TradePMR Level 4
- Wealthbox Level 5
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), ISO 27001 certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0, HTTPS
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
None
Developer sandbox URL
No
