1 week
Integrations:
Addepar, Advent APX, Advent Axys, AssetBook, Black Diamond, Blueleaf, Envestnet Advisor Suite, Fortigent, Infovisa Maui, Morningstar Office, Orion, Pershing PES, PortfolioCenter, Principia CAMS, Tamarac Advisor Xi Suite, TrustDesk
Envestnet by Tamarac’s Advisor Rebalancing
Offering snapshot:
Tamarac claims to be the leader when it comes to rebalancing portfolios. Its Tamarac Trading solution offers more than typical portfolio rebalancing. The firm offers automation of model portfolio construction and management, account monitoring and control for trading triggers, as well as tactical trades. The Tamarac engine brings together reporting and trading under one roof, offering a simple user interface.
Features:
Cloud-based offering; quick analysis of accounts, cash management, tax-loss harvesting, and held-away accounts; unlimited review levels; CGDA; location optimization; security equivalences; custom trade minimums; custom-tailoring to RIAs’ needs; report generation
Basic pricing:
Not disclosed