Wealthbox + Tamarac

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

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Overview

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.

Tamarac accounts and balances within a Wealthbox contact record.
View Tamarac accounts and balances directly within Wealthbox contact records.
View account details including account type, account description, and account address information.
View additional Tamarac account details such as positions, billing, and custom fields set up on the account.

Resources

Recorded webinar

How Advisors Use Wealthbox + Tamarac to Run a More Efficient Firm

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Blog post

Envestnet | Tamarac Partners with Wealthbox to Boost Advisor Efficiency

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Dan Miller Vice President, Product Development Envestnet | Tamarac
“We’re thrilled about the possibilities that the Wealthbox integration brings to our users.”

Dan Miller, Vice President, Product Development Envestnet | Tamarac

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