Tamarac
Pricing available on request
What is Tamarac?
Tamarac offers the most comprehensive technology platform for independent RIAs, with the experience and staff to support your firm every step of the way.
Advantages
- Portfolio management
- Performance reporting
- Client portals
- Investment accounting
- Billing and invoicing
- Risk analysis tools
- Compliance tracking
- Customizable dashboards
Company
- location
- Chicago, Illinois
- founded year
- 1999
- employee size
- 1000+
- parent company
- Envestnet
Reviews
Be the first to write a review!!
*Content has been generated by AI. May contain inaccuracies.
AI tool · free for everyone
Already paying for Tamarac?See every other SaaS your team uses — while you grab a coffee.
Our AI reads your billing emails and surfaces every paid vendor, the monthly amount, the renewal date, and the license waste. No dashboards to set up. No signup needed for a preview. Read-only access.
Run my free AI auditNo card · 60 seconds
AI reads your invoices
Same way you'd scan them yourself — but in seconds, across 2,000 emails.
Read-only access
Token-scoped to Gmail / Mail.Read. Revoke any time.
Inbox never stored
We persist only the extracted vendor summary.