Envestnet Yodlee Tamarac
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Overview
Tagline Brand's website · 2026-10-04
The unique combination of the industry-standard RIA rebalancing tool (Tamarac) with the largest financial data aggregation network (Yodlee) under a single corporate umbrella.
Description Brand's website · 2026-10-04
Envestnet Yodlee Tamarac is a comprehensive wealth management technology suite for Registered Investment Advisers (RIAs). It combines portfolio management, reporting, trading, and client portal capabilities with advanced financial data aggregation and analytics. The platform is designed to streamline advisor workflows and provide a unified view of client assets across multiple institutions.
Offerings
Core capabilities Brand's website · 2026-10-04
- Tamarac Portfolio Management
- Tamarac Reporting
- Tamarac Trading
- Yodlee Envision
- Yodlee Data Aggregation API
Pricing Brand's website · 2026-10-04
Enterprise/Custom (Typically based on AUM or number of accounts)
Audience
Target industry Brand's website · 2026-10-04
Registered Investment Advisers (RIAs), Multi-Family Offices, Large Broker-Dealers
Landscape
Competitors Brand's website · 2026-10-04
- Orion Advisor Solutions
- Black Diamond (SS&C Advent)
- Addepar
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Claim Envestnet Yodlee Tamarac — free →Page last updated 2026-10-17.