Envestnet | Tamarac Reviews & Product Details

I enjoy being able to see all of my client's data in one platform. Review collected by and hosted on G2.com.

Customizing my views is more complicated than I'd like. Review collected by and hosted on G2.com.

Very Comprehensive Platform and customisable reporting and integration and scalability are the best part of this platform Review collected by and hosted on G2.com.

The platforms pricing may be prohibitive for smaller advisors firms .I find it challenging to navigate the platform or fully utilizes of its features Review collected by and hosted on G2.com.

Working for a financial Planning software company its easy to map out assets that come through as other Review collected by and hosted on G2.com.

It can be a headache for our engineering team to troubleshoot every so often it will reject credentials Review collected by and hosted on G2.com.

Tamarac does many things well. The dynamic reports, that you view on the screen, are quite flexible, and virtually every type of report you want exists. The PDF reports have improved over the years. There is constant improvement made with the system, even if the pace of improvement seems slow. Support is generally responsive. Having the trading system integrated with the portfolio reporting system is very helpful. Review collected by and hosted on G2.com.

The API is difficult to use and can only extract information out of the system. The users/roles management is confusing. Enhancement requests seem to go into a black hole, even simple requests like, "Please add a field to a report." Quite a bit of the system is simply not intuitive. There is no audit trail in the system that shows when a field is changed and who changed it. PDF reports are confusing to set up, and the size of the reports is much larger than is needed. Review collected by and hosted on G2.com.

The actual software is very robust & customizable. Review collected by and hosted on G2.com.

Onboarding began with inexperienced reps. Lack of depth and spread in custodian integrations. Review collected by and hosted on G2.com.

I love the reporting feature. It makes running reports simple. Review collected by and hosted on G2.com.

System integration is not always ideal. We have had trouble bringing two systems to work with each other. Review collected by and hosted on G2.com.

That at least we can get our jobs done, albeit at a snail's pace Review collected by and hosted on G2.com.

The fact that no big tech player (google, apple, etc) has blown up this space yet is baffling. Best of the worst here. Review collected by and hosted on G2.com.