Designed for everywhere your firm is heading
The Adaptive WealthTech platform designed for RIA growth, with reporting, trading, and planning that keep pace as your firm scales.
A dedicated partner investing in where you're going
Envestnet is investing $1 billion in platform advancement over the next five years, including increasing its technology investment in Tamarac by 2.5x for RIA-focused innovation.
That investment is already in Tamarac, with enhancements across reporting, trading, planning integrations, onboarding, and portfolio management. It's all focused on one goal: freeing your firm from operational complexity so you can grow.
For illustrative purposes only. Not based on actual client data.
Unified platform
Reporting, trading, and CRM in one connected platform, with less time spent managing disconnected systems.
Operational efficiency
Streamline day-to-day operations so advisors spend more time with clients.
Scalability
Add clients, households, and complexity without adding headcount at the same pace.
Connected workflows
Keep your whole team working from the same data across portfolio management.
Clearer picture
Give clients a more transparent, consistent experience.
AI & Innovation
Simpler workflows, less friction, smarter technology: freeing up time for what matters most, client relationships.
Built to keep you a step ahead
The latest Tamarac enhancements across reporting, trading, and planning.
Learn more about Report Studio
For illustrative purposes only. Not based on actual client data.
Reporting designed for the clients you'll win next
Get from data to client-ready reports in minutes, not hours. Create, customize, and refine reports with AI assistance while staying in control of every detail with Envestnet Tamarac Report Studio.
Turn 30–60-minute reporting tasks into five-minute workflows
Create consistent, professional reports without starting from scratch
Generate personalized client briefs with built-in AI
Share reports seamlessly through the client portal
For illustrative purposes only. Not based on actual client data.
Trading designed for every household you add
How Pure Financial scaled to $7.39B without switching platforms
Since launching in 2007, Pure Financial Advisors has grown to more than $7.39 billion in AUM on Envestnet Tamarac. Its trading team uses Envestnet tools for rebalancing, asset location, tolerance bands, and tax-loss harvesting, so advisors can act in clients' best interest without heavy manual work.
Planning designed to move with every portfolio
Bring Envestnet MoneyGuide planning insights directly into Tamarac, so every investment decision reflects your client's plan.
Connect plans to portfolios
Cut manual entry and reconciliation
Keep portfolios aligned as plans evolve
Have more informed client conversations
For illustrative purposes only. Not based on actual client data.
Get a personalized platform review
Hear how reporting, trading, planning integrations, and portfolio management innovation are helping firms prepare for what's next.- A personalized platform walkthrough
- A tailored discussion based on your firm's needs
- A first look at the Tamarac innovation roadmap
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