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Envestnet | Tamarac - Integrated RIA Platform
Tamarac offers an integrated platform for RIAs, providing portfolio management, reporting, trading, CRM, and workflow tools to streamline wealth management.
All-in-one platform for independent RIAs
Tamarac is a comprehensive platform built for independent Registered Investment Advisors (RIAs) who want to streamline their practice. With tools for portfolio management, client reporting, trading, and billing, you can handle your clients’ wealth management needs from one place. The platform also offers a secure client portal, making it easy to share information and reports.
Beyond portfolio management, Tamarac includes a CRM to help you manage client relationships, automate workflows, and gain business insights. Integration with a wide range of technology partners lets you customize the platform to fit your firm’s needs. Whether you’re an established RIA or just starting out, Tamarac aims to simplify your day-to-day operations so you can focus on serving your clients.
With dedicated support, consulting, and training, Tamarac provides the resources you need to get the most out of the platform. It’s designed to grow with your business, helping you deliver a seamless and professional experience to your clients.
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Worldwide Tamaracinc.com Alternatives
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