Get started with Wealthbox + Tamarac

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.

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  View Tamarac accounts and balances directly within Wealthbox contact records.

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  View account details including account type, account description, and account address information.

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  View additional Tamarac account details such as positions, billing, and custom fields set up on the account.