Software that connects to Tamarac

The rule: every tool we list that names a live connection to Tamarac, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.

CRMs that connect to Tamarac

4

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Wealthbox	Takes data from Tamarac Data in: account details, holdings, billing information, custom fields	Checked on the vendor's site · Oct 6Wealthbox integrations page	$59 a month for one person Connection cost: not checked; its pricing grid's Partner App Integrations row marks plans with icons we couldn't read.
Practifi	Takes data from and sends data to Tamarac Recorded as "Envestnet Tamarac" Data out: clients sent to create Tamarac Reporting households Data in: Tamarac financial accounts (assets) and values Single sign-on	Checked on the vendor's site · Oct 6Practifi help centre: Using the Envestnet Tamarac Integration	$135 a month for one person Connection cost: On Practifi Naya, open APIs and purpose-built wealth-tech integrations come at no additional cost; Practifi's Sentir pages say nothing about connection costs. Checked on the vendor's site · Oct 6Practifi Naya product page
AdvisorEngine	Names Tamarac, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6AdvisorEngine CRM integrations page (partner logos)	$207 a month for one person The plan has a 3-user minimum Connection cost: not stated on the AdvisorEngine pages we read (Oct 7). Note: AdvisorEngine's integrations page still lists a TD Ameritrade integration. Schwab moved the last TD Ameritrade accounts over in May 2024, so parts of that list may be out of date.
Black Diamond CRM	Names Tamarac, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6SS&C Black Diamond blog, Find Your Fit with Three Tailored CRM Solutions (Elements and Engage editions)	No price found Connection cost: Black Diamond CRM publishes no pricing for us to read.

Planning tools that connect to Tamarac

3

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
RightCapital	Takes data from Tamarac Data in: position-level account data	Checked on the vendor's site · Oct 6RightCapital help centre: Tamarac integration	$149.95 a month for one person Connection cost: RightCapital lists '40+ integrations' on its Basic plan, and Premium and Platinum include everything in Basic; account aggregation is listed from Premium up. Checked on the vendor's site · Oct 6RightCapital pricing page
MoneyGuide	Takes data from and sends data to Tamarac Recorded as "Advisor View (Envestnet Tamarac)" Data in: household data Data out: adopted plan monte carlo, saved reports Single sign-on	Checked on the vendor's site · Oct 6MoneyGuide integrations page (partner panel, opened by clicking the logo)	$166.67 a month for one person Connection cost: not stated on the MoneyGuide pages we read (Oct 7).
eMoney Advisor	Names Tamarac, with no detail Recorded as "Envestnet Tamarac" Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6eMoney integrations page (logo)	No price found Connection cost: eMoney Advisor publishes no pricing for us to read.

AI tools that connect to Tamarac

3

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Caddi	Names Tamarac, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13Caddi integrations pageAlso: Caddi Tamarac integration page	Free for one person Connection cost: not checked yet.
CogniCor	Data moves with Tamarac; the vendor doesn't say which way Direction not stated: account balances and positions	Checked on the vendor's site · Oct 13CogniCor integrations page	No price found Connection cost: not checked yet.
PitCrew	Names Tamarac, with no detail Recorded as "Tamarac (Envestnet)" Listed on the vendor's site, with no detail on what moves Names Tamarac, with no detail Recorded as "Tamarac Rebalancing" Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13PitCrew wealth management solutions page (integrations list)	No price found Connection cost: not checked yet.