About Envestnet | Tamarac
Envestnet | Tamarac is a provider of portfolio management and rebalancing software solutions for registered investment advisors (RIAs) and independent wealth management firms. Founded in 2000 and headquartered in Seattle, Washington, the company was acquired by Envestnet in 2012 for $54 million. The company's flagship product suite includes Tamarac Reporting™, Tamarac Trading™, and Tamarac CRM™, which together form an integrated portfolio and client relationship management platform. These tools enable financial advisors to automate portfolio rebalancing, performance reporting, billing, and client relationship management tasks. Tamarac's software serves over 1,000 RIA firms and helps manage more than $1.2 trillion in assets. The platform integrates with major custodians including Charles Schwab, Fidelity, TD Ameritrade, and Pershing. The software is known for its customization capabilities and ability to handle complex portfolio management scenarios. Since its integration with Envestnet, the company has continued to expand its technology offerings and market presence in the wealth management industry. Envestnet | Tamarac regularly updates its platform to accommodate changing regulatory requirements and evolving advisor needs, maintaining its position as a leading technology provider in the financial services sector.
The information on this page is not an endorsement of Truv's services by Envestnet | Tamarac and is meant to be purely informational.
Verify Envestnet | Tamarac Employees
Truv provides quick, secure and cost-effective employment and income verifications for thousands of verifiers. The process is simple and automated and most employees are verified in under 24 hours. You only pay for successful verification and can save on average 50% compared to competitors. Thousands of verifiers love Truv because it's been never been easier and more streamlined to verify an employee. Learn more
Category
Computer SoftwareNumber of employees
200 - 500
Envestnet | Tamarac Employment Verification FAQs.
You can verify employment for Envestnet | Tamarac employees through Truv, a secure and automated verification service. Truv provides quick and cost-effective employment verifications for Envestnet | Tamarac and many other employers.
Yes, Truv offers both employment and income verification services for Envestnet | Tamarac employees. This service is designed to be comprehensive, covering both employment status and income information.
Most verifications through Truv are completed in under 24 hours.
Yes, we emphasize security in our verification process. Truv provides secure and automated verifications to protect employee information.
Truv operates on a pay-per-success model, meaning you only pay for successful verifications. On average, users save about 50% compared to competitors’ services.
Yes, Truv provides verification services for various Computer Software companies. Some examples mentioned include TalentQuest, T2 Systems and Picis Clinical Solutions.
No, the information provided about Truv’s verification services is not an endorsement by the Envestnet | Tamarac.
