Tamarac
Tamarac: A broad wealth-management platform for established firms managing complex portfolios. Ranked #10 of 81 in Portfolio Management Software by our editors (8.5/10); pricing: Pricing on request; best for established wealth-management practices.
At a glance
- Editor score8.5 / 10
- PricingPricing on request
- Best forEstablished wealth-management practices
- Asset class coverageMulti_asset_alternatives
- Founded2000 · Seattle, Washington, USA
- Facts checked20 Sep 2026
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.
Our verdict on Tamarac
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, billing, CRM, client portals, and mobile access into one SaaS product. Its reporting scope covers traditional and alternative investments, including holdings, performance, cost basis, unrealized gains and losses, risk, and committed capital. The product is aimed at advisory firms ranging from smaller RIAs to large enterprises, with established wealth-management practices likely to benefit most from its breadth.
Tamarac’s integration coverage is a major part of its fit. The platform connects with Schwab OpenView Gateway, Fidelity Wealthscape, Pershing, and TD Ameritrade Veo, alongside CRM systems such as Salesforce, Wealthbox, and Redtail. It also integrates with financial-planning products including MoneyGuide and eMoney, plus alternative-investment platforms such as Canoe Intelligence, Arch, CAIS, iCapital, and Allocate. That ecosystem supports firms coordinating custody, planning, client relationships, and alternative assets across existing workflows. Firms already aligned with these systems have a clear reason to consider Tamarac; firms with simpler technology stacks may not need its full integration range.
The product’s breadth is both its defining strength and its main trade-off. A firm can address performance reporting, current-versus-target allocation comparisons, risk-adjusted returns, trading, rebalancing, tax lots, billing, portals, mobile client access, and CRM workflows within the same platform. Pricing follows a contact-sales model, so evaluating the commercial fit requires working with Envestnet rather than comparing public plan tiers. Tamarac is a strong match for established practices that need multi-asset and alternative-investment support across operational functions. A firm seeking only portfolio reporting or a narrowly focused portfolio tool should look for a simpler alternative.
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Tamarac pricing
Tamarac fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Asset class coverage | Multi_asset_alternatives |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Yes |
| Tax-lot tracking | Yes |
| Maximum portfolios | Not verified |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | SOC 2, 2FA |
| Support | Email, Phone, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 14 integrations: Schwab OpenView Gateway, Fidelity Wealthscape, Pershing, TD Ameritrade Veo, Salesforce, Wealthbox … See all → |
| Pricing | Pricing on request |
| Website | envestnet.com |
| Facts checked | 20 Sep 2026 |
Tamarac integrations
Tamarac lists 14 integrations on its own site.
- Schwab OpenView Gateway
- Fidelity Wealthscape
- Pershing
- TD Ameritrade Veo
- Salesforce
- Wealthbox
- Redtail
- MoneyGuide
- eMoney
- Canoe Intelligence
- Arch
- CAIS
- iCapital
- Allocate
See all Tamarac integrations →
Alternatives to Tamarac
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
See all Tamarac alternatives →
Also Ranked In
Tamarac is ranked in 2 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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