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Head-to-head · Portfolio Management Software

Tamarac vs Snowball Analytics

  • Updated Sep 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score Tamarac #10 in Portfolio Management Software 6.3/10 Pricing on request ✓ 4 of 4 features Visit Tamarac
Snowball Analytics #22 in Portfolio Management Software 5.8/10 Free plan · paid from $7.99/user/mo · 14-day trial Free plan✓ 3 of 4 features Visit site

Tamarac leads on 1 check, Snowball Analytics on 1, and 3 are even. Who comes out ahead on the 5 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreTamarac · 6.3/10
  • Free planonly Snowball Analytics
  • Most featuresTamarac · 4 of 4

Tamarac scores higher on our rubric for portfolio management software: 6.3 against 5.8 out of 10; our editors rank them #10 and #22.

Snowball Analytics offers free plan; Tamarac doesn't publish it. Tamarac offers tax-lot tracking; Snowball Analytics doesn't publish it.

Tamarac is the better fit for established wealth-management practices. Snowball Analytics is the better fit for dividend-focused investors wanting analytics.

  • Tamarac fits best

    Established wealth-management practices

  • Snowball Analytics fits best

    Dividend-focused investors wanting analytics

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature Tamarac 6.3/10 Visit ↗ Snowball Analytics 5.8/10 Visit ↗
At a glance
Editor score 6.3 5.8
Ranking #10 in Portfolio Management Software #22 in Portfolio Management Software
Best for Established wealth-management practices Dividend-focused investors wanting analytics
Pricing model Paid Free plan + paid
Starting price Not published $7.99/user/mo
Free plan Not published ✓ (best)
Free trial — —
Deployment Cloud, Mobile Cloud, Mobile
Platforms Web, iOS, Android Web, iOS, Android
Support Email, Phone, Docs Email, Docs
Compliance SOC 2, 2FA GDPR
Integrations 14 integrations 1,000+ integrations
Built for Small business, Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features Tamarac 4/4 · Snowball Analytics 3/4
Performance reporting ✓ ✓
Allocation analysis ✓ ✓
Risk analysis ✓ ✓
Tax-lot tracking ✓ (best) Not published
Specs
Asset class coverage Multi_asset_alternatives Multi_asset_alternatives
Maximum portfolios Not published 1 portfolios
Our review
Pros
  • Combines reporting, allocation, risk, trading, tax lots, billing, and CRM.
  • Tracks traditional and alternative investments, including committed capital.
  • Connects with custodians, CRM, planning, alternatives, and portfolio systems.
  • Tracks dividends, forecasts, calendars, and dividend ratings
  • Combines performance, IRR, allocation, risk, and benchmarking analytics
  • Supports stocks, funds, cash, currencies, metals, real estate, and custom assets
Cons
  • Pricing is available through a sales contact rather than published plans.
  • Its broad feature set may exceed the needs of firms seeking a narrow tool.
  • The platform is proprietary rather than open source.
  • The Free plan is limited to 1 portfolio and 10 holdings
  • Starter limits users to 5 custom holdings and 2 watchlists
  • Advanced capabilities require paid plans starting at $7.99 per month
Our verdict

Tamarac is Envestnet’s web-based wealth-management platform for registered investment advisors and wealth managers. It brings portfolio performance reporting, allocation analysis, risk analysis, trading, rebalancing, tax-lot selection,…

Read the review →

Snowball Analytics is a portfolio management and investment tracking service for retail investors, advisers, family offices, and portfolio managers. It brings together brokerage accounts and imported broker reports or CSV files, then…

Read the review →
  1. TamaracPortfolio Management Software 6.3Pricing on request
  2. Snowball AnalyticsPortfolio Management Software 5.8Free plan · paid from $7.99/user/mo · 14-day trial

Strengths and trade-offs

  • Tamarac — where it wins

    • Combines reporting, allocation, risk, trading, tax lots, billing, and CRM.
    • Tracks traditional and alternative investments, including committed capital.
    • Connects with custodians, CRM, planning, alternatives, and portfolio systems.

    Where it doesn't

    • Pricing is available through a sales contact rather than published plans.
    • Its broad feature set may exceed the needs of firms seeking a narrow tool.
    • The platform is proprietary rather than open source.

  • Snowball Analytics — where it wins

    • Tracks dividends, forecasts, calendars, and dividend ratings
    • Combines performance, IRR, allocation, risk, and benchmarking analytics
    • Supports stocks, funds, cash, currencies, metals, real estate, and custom assets

    Where it doesn't

    • The Free plan is limited to 1 portfolio and 10 holdings
    • Starter limits users to 5 custom holdings and 2 watchlists
    • Advanced capabilities require paid plans starting at $7.99 per month
  • Tamarac6.3/10 · Pricing on request

    A broad wealth-management platform for established firms managing complex portfolios.

    Visit TamaracFull verdict →
  • Snowball Analytics5.8/10 · Free plan · paid from $7.99/user/mo · 14-day trial

    A dividend-focused portfolio tracker with broad analytics and a free entry plan.

    Visit siteFull verdict →

All portfolio management software comparisons → · Full ranking →

Guides on portfolio management software

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update