Thoughtful, Balanced Wealth Advisory.
Envestnet | Tamarac
Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Envestnet | Tamarac enables investment advisors to run their businesses with greater efficiency, scale and profitability through its custodian agnostic technology platform and outsourced portfolio management services.
Envestnet | Tamarac’s Advisor Xi platform is the most advanced trading, reporting and rebalancing platform we have ever seen. What it means to us is faster, more efficient and more integrated information about your accounts and portfolios. What it means to you is knowing we can provide you with immediate analysis and information about your portfolios at any time and from any place.