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Tamarac from Tamarac (Envestnet)
Comprehensive RIA platform with integrated CRM, portfolio management, client portal, and workflow automation. Includes document management, task tracking, automated client onboarding, and compliance oversight.
More about Tamarac (Envestnet)
Product analysis by function
Workflow Management Systems for Client Service and Operations
Platforms that automate operational processes, track client service requests, manage task assignments, and ensure timely completion of administrative activities.
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User Management & Access Control
(8 Yes /8 Known /10 Possible features)
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Role-Based Access Control Ability to assign role-appropriate access and permissions across the system. |
Tamarac provides permission-based access controls as part of its integrated CRM and client portal functionality. | |
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Single Sign-On (SSO) Integration Supports centralized authentication and access through an SSO platform. |
Tamarac supports SSO integration (verified via support and admin documentation). | |
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Multi-factor Authentication Requires multiple methods of identity verification for system access. |
Multi-factor authentication supported for advisor and client portal logins. | |
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User Activity Logging Tracks and records user actions and changes within the system. |
User activity logging is referenced in compliance and audit trail features on Tamarac’s website. | |
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Bulk User Management Allows for simultaneous creation, update, or deactivation of multiple users. |
Bulk user management (onboarding/offboarding) is supported for large RIA teams. | |
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Permission Granularity Degree of specificity for setting permissions at object or field-level. |
No information available | |
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External User and Client Portal Provides secure, dedicated access for clients to view or update information. |
There is a client/advisor portal with role-specific access. | |
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Delegation & Proxy Access Supports temporary or delegated access by designated users. |
No information available | |
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Audit Trails Records all changes and access for compliance and review. |
Comprehensive audit trails highlighted in compliance feature set. | |
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Automated Provisioning/De-provisioning Automates user onboarding and offboarding. |
Automated onboarding/offboarding—provisioning tools referenced in platform guides. |
Workflow Automation & Customization
(9 Yes /9 Known /11 Possible features)
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Dynamic Workflow Builder Drag-and-drop or configuration-based tool for creating and editing workflows. |
Tamarac supports a visual workflow builder for automating business processes. | |
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Custom Task and Approval Routing Specify rules for routing tasks based on user, team, or process type. |
Customizable workflow routing is part of the task/case management engine. | |
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Conditional Logic Support Workflows adapt based on conditions or data fields. |
Conditional logic in workflows is documented as a supported feature for client onboarding and compliance. | |
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Task Assignment Automation Tasks are assigned automatically according to rules. |
Platform automates task assignments via rule-driven workflows. | |
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Reminders and Escalation Triggers Automatic reminders and escalation on overdue items. |
Reminders and alerts integrated in workflow, especially for compliance and onboarding. | |
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Configurable Templates Predefined templates for common processes, customizable by users. |
Tamarac provides configurable templates for tasks, emails, and workflows. | |
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Parallel and Sequential Workflows Supports both concurrent and stepwise processes. |
Platform supports both parallel and sequential workflows (e.g., onboarding multiple accounts). | |
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Workflow Versioning Allows management of multiple versions of a workflow. |
Workflow versioning is supported—past versions can be viewed or restored. | |
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Integration with External Triggers Can start workflows triggered by external events via APIs. |
APIs and connectors allow for workflows triggered by external data. | |
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Pause and Resume Workflow Ability to stop and later resume a workflow instance. |
No information available | |
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Workflow Execution Capacity Number of workflow instances the system can handle in parallel. |
No information available |
Client Communication & Collaboration
(7 Yes /7 Known /10 Possible features)
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Integrated Messaging Communicate with clients and team members within the platform. |
Integrated secure messaging available in the advisor and client portal. | |
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Secure Document Sharing Upload and exchange sensitive documents with clients securely. |
Secure document sharing provided through client portal with encryption. | |
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E-signature Integration Collect legally binding signatures through the system. |
Supports e-signature through DocuSign and similar integrations. | |
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Automated Client Notifications Automate status updates and alerts to clients during workflows. |
Automated notifications to clients about task/compliance status via email/SMS. | |
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Activity Timeline/History Centralized tracking of all client communications and interactions. |
Interaction timeline in the client portal for audit/history. | |
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Document Collaboration Allow clients and team to comment or edit shared files. |
No information available | |
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Video/Voice Conferencing Integration Integration with major conferencing platforms for live meetings. |
Tamarac integrates with conferencing platforms (e.g., Microsoft Teams, Zoom) for advisor-client meetings. | |
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Client Notification Delivery Methods Number of client notification channels (SMS, email, app push). |
No information available | |
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Client Response Tracking Track client acknowledgement or responses to notifications. |
No information available | |
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Portal Custom Branding Customize client portal appearance for corporate branding. |
Custom branding possible for client/advisor portals. |
Integration & Interoperability
(8 Yes /8 Known /10 Possible features)
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Open API Supports robust APIs for data ingress and egress. |
Extensive REST and SOAP APIs documented for Tamarac platform. | |
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CRM Integration Natively connects or easily integrates with common CRM platforms. |
Native integrations with Salesforce, Redtail, and other CRMs. | |
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Core Banking/Portfolio Integration Integrates with core banking or financial data sources. |
Integrates with portfolio accounting and custodial data platforms. | |
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Document Management Integration Connect to third-party document management systems (DMS). |
Supports integrations with third-party document management solutions. | |
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Calendar & Email Integration Syncs with calendars and email clients (e.g. Outlook, Gmail). |
Calendar and email integration for meeting tracking and notifications. | |
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Batch Import/Export Bulk import/export of data to diverse formats. |
Allows data to be imported/exported in bulk for onboarding or migration. | |
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Webhooks Support Provides webhook endpoints for real-time updates. |
Supports webhook notifications for third-party and custom integrations. | |
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Pre-built Integration Connectors Number of out-of-the-box integrations supported. |
No information available | |
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Custom Integration Tools Toolkits or modules for building unique integrations. |
Custom integration toolkits and APIs provided. | |
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Data Synchronization Frequency How frequently the system can synchronize with other data sources. |
No information available |
Compliance, Audit, & Security
(9 Yes /9 Known /10 Possible features)
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Regulatory Compliance Frameworks Built-in support for financial industry regs (SEC, FINRA, GDPR, etc). |
References active and ongoing support for SEC, FINRA, GDPR compliance with regular updates. | |
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Data Encryption (in transit & at rest) Encrypts client and workflow data at all stages. |
Data is encrypted at rest and in transit, as described in security documentation. | |
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Comprehensive Audit Logs Full audit logs of user and system activities. |
Comprehensive audit log retrieval available for compliance reviews. | |
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Automated Compliance Checks Workflows can trigger compliance or risk alerts automatically. |
Automated workflows check for compliance and generate alerts. | |
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Data Retention Policy Engine Configurable rules for data retention and deletion. |
Configurable retention and deletion policies per compliance requirements. | |
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Privacy and Consent Management Capture and manage regulatory consents from clients. |
Integrated modules for privacy consent and preferences management. | |
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Access Timeouts and Lockouts Automatic user session timeouts and lockouts for inactivity. |
Automatic timeouts and lockouts described in admin and compliance best practices. | |
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Incident Response Tracking Built-in workflows for managing and reporting security incidents. |
Incident response workflows built in for reporting/remediation. | |
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Third-Party Security Certifications System is certified against SOC2, ISO27001, or similar. |
Products and platform have achieved SOC2 certification, documented online. | |
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Penetration Test Frequency Number of external penetration security tests per year. |
No information available |
Task & Case Management
(8 Yes /8 Known /10 Possible features)
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Case Tracking Full lifecycle management for client requests and service cases. |
Task/case tracking included in workflow and CRM modules. | |
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Priority Levels Supports configurable priority status per task or case. |
Supports configurable priority levels for tasks, visible in dashboards and reports. | |
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Automated Case Assignment Automatically route tasks/cases to the right personnel. |
Automated task/case assignment is a highlighted workflow feature. | |
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SLA Management Ensures service level agreements can be set, tracked, and reported. |
Ability to set and track SLAs for service and task delivery. | |
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Progress Tracking Track status and completion % for all cases/tasks. |
Progress tracking by % complete is available for all tasks and service cases. | |
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Bulk Task Updates Permits updating the status of multiple tasks simultaneously. |
Bulk updating of tasks and cases is supported in the workflow/task UI. | |
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Customizable Case Fields Allow firms to define fields specific to their processes. |
Custom fields for cases and workflows are configurable for each firm. | |
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Case Queues Support for creating service, specialist, and escalation queues. |
Case queues are supported for service, escalation, and specialist routing. | |
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Linked Cases or Subtasks Relate cases to projects, parent tasks, or dependencies. |
No information available | |
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Concurrent Task Capacity Max number of tasks and cases system can manage in parallel. |
No information available |
Analytics & Reporting
(8 Yes /8 Known /10 Possible features)
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Real-Time Dashboards Customizable dashboards showing live metrics. |
Customizable real-time dashboards for advisors, management, and clients. | |
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Report Scheduler Automated, periodic report generation & delivery. |
Reports can be scheduled for automated periodic delivery. | |
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Custom Report Builder Users can design and save custom reports. |
Custom report builder for constructing unique reports with save/export function. | |
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Exportable Reports Download or email reports in common formats (PDF, XLS, CSV). |
Reports can be exported in PDF, CSV, and other formats. | |
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Data Visualization Library Charts, graphs, and widgets for exploring data. |
Library of charts and visualizations provided in reporting module. | |
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Drill-down Capability Analyze metrics at increasing levels of detail. |
Drill-down metrics from dashboard widgets into detailed reports. | |
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Productivity Tracking System metrics on throughput, delay, and bottlenecks. |
Workflow efficiency, throughput, and bottleneck metrics available. | |
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Compliance Reporting Templates Prebuilt reports for regulatory and compliance standards. |
Compliance reporting templates included out-of-the-box. | |
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Data Retention for Analytics Duration of historical analytics data available. |
No information available | |
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API Access to Analytics Data Allows access to workflow analytics data via APIs. |
No information available |
Usability & User Experience
(6 Yes /6 Known /10 Possible features)
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Modern User Interface Responsive, clean, and easy-to-use web interface. |
Modern, responsive web interface for advisors and clients. | |
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Mobile Access Native or mobile-optimized app for on-the-go workflow management. |
Mobile-optimized interface for workflows, tasks, and client service. | |
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Personalized Dashboards Users can tailor dashboards to their preferences. |
Users can personalize dashboards and portal widgets. | |
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Bulk Editing Tools Make changes to multiple items simultaneously. |
No information available | |
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Onboarding & Guided Tours Step-by-step guides for training new users. |
Step-by-step onboarding guides and user tours in portal. | |
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Global Search Functionality Quick search across workflows, clients, cases, and documents. |
Global search across workflows, clients, documents, and cases. | |
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Accessibility Compliance Meets standards for users with disabilities (e.g., WCAG 2.1). |
No information available | |
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Contextual Help & Tooltips Inline documentation and help for features. |
Inline help and tooltips present throughout UI. | |
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Language Localization User interface available in multiple languages. |
No information available | |
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User Interface Response Time Speed with which the user interface responds to actions. |
No information available |
Configuration & Maintainability
(5 Yes /5 Known /10 Possible features)
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No-code/Low-code Customization Business users can configure fields, rules, and flows without coding. |
Business users can create and modify workflows, checklists, and forms without code. | |
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Configuration Version Control Track changes to workflow configurations and rollback if needed. |
No information available | |
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Sandbox/Testing Environments Safe environment for testing configurations before deployment. |
Sandbox/testing environments supported before deploying workflow or field changes. | |
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Automated Updates Receive and apply version updates automatically. |
Automated version upgrades and security patching are in platform roadmap and documentation. | |
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Custom Fields and Forms Add and configure user-defined fields and forms. |
Extensive custom fields and forms available per workflow/case. | |
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Scriptable Business Logic Ability to define custom scripts or business rules (e.g., via JavaScript, Python). |
No information available | |
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Integration Test Tools Built-in tools for testing integrations before production rollout. |
No information available | |
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Configuration Documentation Automatically generate or update system configuration documentation. |
No information available | |
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Automated Backup Scheduling Configure regular backups of system and configuration data. |
System supports automated and scheduled backups as part of data protection requirements. | |
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Rolling Back Failed Deployments Undo unsuccessful configuration or workflow deployments. |
No information available |
Scalability & Performance
(5 Yes /5 Known /10 Possible features)
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Cloud-Native Architecture Supports elastic scaling and high availability. |
Platform is cloud-native and provides high availability and elastic scaling. | |
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Load Balancing Distributes user and task load for consistent performance. |
Load balancing referenced in technical architecture documentation. | |
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Performance Monitoring Tools Built-in tools for monitoring resource utilization and performance. |
Real-time performance/resource monitoring available for administrators. | |
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Data Storage Capacity Maximum volume of data the system can store and manage. |
No information available | |
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Concurrent User Support Number of simultaneous users the system can support without degradation. |
No information available | |
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Disaster Recovery RTO Recovery time objective; how quickly the system can recover from failure. |
No information available | |
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Uptime SLA Guaranteed system uptime percentage, as per service level agreement. |
No information available | |
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Geographical Redundancy Ability to run across multiple data centers/regions for resilience. |
Runs across multiple data centers/regions for resiliency (via AWS/Azure). | |
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Auto-Scaling Capabilities Automatically adjusts resources based on demand. |
Auto-scaling supported in cloud deployments to meet increased load. | |
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Transaction Throughput Maximum number of transactions processed per second. |
No information available |
Support & Ecosystem
(7 Yes /7 Known /10 Possible features)
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24/7 Support Availability Round-the-clock helpdesk or technical support. |
24/7 support via service desk for critical needs, as described on Tamarac support page. | |
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In-app Knowledge Base Library of articles, guides, and FAQs accessible within the platform. |
Full in-app knowledge base for users and administrators. | |
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Community Forums Access to peer support and product community spaces. |
No information available | |
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Onboarding Training Services Formal training and onboarding support for new clients. |
Onboarding training and webinars provided for new clients. | |
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Professional Services Network Availability of consulting, integration, and customization partners. |
Envestnet has a broad professional services/partners network for integration and training. | |
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Developer Documentation Comprehensive technical documentation for extensibility. |
Comprehensive developer documentation provided for APIs and enterprise integrations. | |
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Marketplace of Extensions Central hub for certified integrations, plugins, and add-ons. |
No information available | |
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User Feedback Mechanism Easy way for users to submit feedback or feature requests. |
Feedback mechanisms provided within the product and support portal for ongoing improvements. | |
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Release Notes & Communication Regular communication on updates, bug fixes, and features. |
Release notes and update communications sent to all users/administrators. | |
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On-site Support Time Availability of on-site support, measured in hours per year. |
No information available |
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