Tamarac
What is Tamarac?
Tamarac, a subsidiary of Envestnet, is a leading provider of portfolio management software and related technology solutions for independent registered investment advisors (RIAs). Their platform helps RIAs manage client portfolios, automate billing processes, provide performance reporting, and streamline their overall operations. Common uses include portfolio accounting, rebalancing, client relationship management (CRM) integration, and financial planning integration.
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