Integrations /Portfolio Management

Get started with Wealthbox + Tamarac

Modern CRM integrated with an asset management platform to run a more efficient firm


Envestnet | Tamarac is a web-based portfolio rebalancing and performance reporting platform for independent advisors and wealth managers. Tamarac enables investment advisors to run their businesses with greater efficiency, scale, and profitability. The integration with Wealthbox allows advisors to access account details, holdings, billing information, and custom fields from Tamarac within the Wealthbox Contact Record.

“We're thrilled about the possibilities that the Wealthbox integration brings to our users.”

Dan Miller

Vice President, Product Development Envestnet | Tamarac

Get started with Wealthbox + Tamarac

Ready to try? Start your 14-day free trial now. Or schedule a demo.
Let’s do this!