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Compare Envestnet | Tamarac and Redtail Technology 
Featured Products
At a Glance
Market Segments
Small-Business (83.3% of reviews)
Small-Business (90.8% of reviews)
Entry-Level Pricing
No pricing available
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Envestnet | Tamarac
Star Rating
(6)4.0 out of 5
Market Segments
Small-Business (83.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Envestnet | TamaracRedtail Technology
Star Rating
(210)4.3 out of 5
Market Segments
Small-Business (90.8% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansEnvestnet | Tamarac vs Redtail Technology
- Reviewers felt that Redtail Technology meets the needs of their business better than Envestnet | Tamarac.
- When comparing quality of ongoing product support, reviewers felt that Redtail Technology is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Redtail Technology over Envestnet | Tamarac.
Pricing
Entry-Level Pricing
Envestnet | Tamarac
No pricing availableRedtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
Envestnet | Tamarac
No trial information availableRedtail Technology
Free Trial is available
Ratings
Meets Requirements
7.2
6
8.6
181
Ease of Use
7.2
6
8.6
185
Ease of Setup
Not enough data
8.5
97
Ease of Admin
Not enough data
8.8
60
Quality of Support
7.0
5
8.8
171
Has the product been a good partner in doing business?
Not enough data
9.0
62
Product Direction (% positive)
3.0
5
8.5
182
Features by Category
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SMS Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Usability
Not enough data
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Reliability
Not enough data
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
Not enough data
7.2
105
Platform Additional Functionality
Not enough data
7.5
93
Not enough data
8.6
114
Not enough data
7.9
95
Not enough data
7.6
100
Not enough data
6.6
80
Platform Reporting and Analytics
Not enough data
8.1
91
Not enough data
6.9
78
Customer Support
Not enough data
8.4
96
Not enough data
8.0
98
Not enough data
8.1
102
Not enough data
7.9
94
Marketing Automation
Not enough data
7.0
81
Not enough data
7.6
90
Not enough data
6.6
82
Sales Force Automation
Not enough data
6.9
83
Not enough data
8.2
95
Not enough data
6.1
72
Not enough data
5.9
72
Not enough data
6.9
73
Agentic AI - Financial Services CRM
Not enough data
6.5
17
Categories
Categories
Shared Categories
Envestnet | Tamarac and Redtail Technology are categorized as Financial Services CRM
Unique Categories
Envestnet | Tamarac has no unique categories
Reviews
Reviewers' Company Size
Envestnet | Tamarac
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Redtail Technology
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
66.7%
Investment Management
16.7%
Accounting
16.7%
‐
‐
Other
0.0%
Financial Services
85.9%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.5%
Other
2.9%
Discussions
Envestnet | Tamarac has no discussions with answers
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
Redtail Technology has no more discussions with answers
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