Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Comarch Wealth Management is a multi-module platform that allows you to give the best investment advice to your clients no matter who they may be or how they change. In minutes, you can make next steps. Keep in touch. Establish lasting relationships. Our system is designed to help clients and advisors make the right investment decisions step by step. No matter how many clients or which segment they are from, your service will remain at the highest level, no matter how experienced your advisors. It will take you less time than it takes. It takes only a glance to see the entire client's investment picture. This allows you to make accurate recommendations in one meeting. It will be easier to reach you. Think client app, online meetings and shared investment ideas. It's important to remember that it will be easier for you to keep your finger on what's happening.
Description
Envestnet | Tamarac is a comprehensive advisor technology suite built to help independent RIAs operate with the efficiency and insight of large-scale institutions. The platform integrates portfolio management, trading, performance reporting, and billing into one cohesive system that eliminates data silos and streamlines the advisor workflow. With its powerful Rebalancing and Trading platform, Tamarac allows advisors to execute trades quickly and accurately while maintaining compliance and tax efficiency. Its Client Reporting tools deliver clear, customized reports that strengthen transparency and trust between advisors and investors. The Client Portal gives clients real-time access to performance data, financial documents, and personalized dashboards, deepening engagement and loyalty. Combined with CRM integration and data analytics, Tamarac provides a holistic view of every client relationship. Backed by Envestnet’s enterprise-grade infrastructure, it delivers scalability, reliability, and security that advisory firms can depend on. Ultimately, Tamarac enables firms to deliver a better client experience, improved operational efficiency, and measurable growth.
API Access
Has API
API Access
Has API
Integrations
ArcGIS
Cisco ACI
Dell EMC NetWorker
EGrAMS
HPE Consumption Analytics
Huawei FusionStorage
IBM Cloud
Microsoft 365
MoneyGuide
Oracle Cloud Infrastructure
Integrations
ArcGIS
Cisco ACI
Dell EMC NetWorker
EGrAMS
HPE Consumption Analytics
Huawei FusionStorage
IBM Cloud
Microsoft 365
MoneyGuide
Oracle Cloud Infrastructure
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Comarch
Founded
1993
Country
Poland
Website
www.comarch.com/finance/banking/comarch-wealth-management/
Vendor Details
Company Name
Envestnet
Founded
1999
Country
United States
Website
www.envestnet.com/tamarac
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection