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CRM

Envestnet Tamarac

Web-based CRM for independent advisors that integrates with Office 365, Outlook and Tamarac reporting and trading.

Made by Envestnet, Inc. Visit Envestnet Tamarac's website
Starting priceNo price found
No price on their site · looked Oct 6
Price on their own siteNo
Firm sizeNot assessed yet
Connections listed5 connectionsSchwab (Schwab Advisor Center), MoneyGuidePro, Schwab Advisor Center (alerts) and 2 more. Source and date for each below.
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What their website looks like

Screenshot of Envestnet Tamarac's homepage
Envestnet Tamarac's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

We couldn't find prices on Envestnet, Inc.'s site

We looked on Oct 6. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

Source: No pricing page; the Tamarac page (/tamarac), the Tamarac CRM page (/wealth-management/crm) and envestnet.com/pricing (no such page) checked. Sales is by demo request only. Not found, Oct 6.

What one person pays for other advisor CRMs

Advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person. Envestnet Tamarac isn't on it: it doesn't publish a price.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

MailChimpSchwab Advisor Center (alerts)
Envestnet Tamarac5 connections listed

Data goes out to

Schwab (Schwab Advisor Center)MailChimp
Single sign-on
Schwab (Schwab Advisor Center)MoneyGuidePro
Listed, no detail
Microsoft Office 365 and Outlook
Connection cost: Envestnet Tamarac publishes no pricing for us to read.
Schwab (Schwab Advisor Center)
Checked on the vendor's site
  • Data out: CRM contact details for digital account opening
  • Data out: Schwab service requests: forms, applications, documents (CRM)
  • Direction not stated: beneficiary designations incl. Trust, Estate, Organization roles (CRM)
  • Single sign-on
Source: Envestnet Tamarac platform release notes, published Mar 18, 2025. Checked Oct 6.
Also: Envestnet | Tamarac release notes: Schwab service requests from Tamarac CRM; Envestnet press release: Tamarac CRM and Schwab beneficiaries.
MoneyGuidePro
Checked on the vendor's site
  • Single sign-on
Source: Envestnet | Tamarac platform updates (March 2025 release), published Mar 18, 2025. Checked Oct 6.
Schwab Advisor Center (alerts)
Checked on the vendor's site
  • Data in: Schwab Advisor Center alerts and statuses, synced to account records
Source: Envestnet | Tamarac year-end release (December 2025), published Dec 11, 2025. Checked Oct 6.

Other software it connects to

Portfolio, reporting, email, calendar and similar tools Envestnet, Inc. lists.

Microsoft Office 365 and Outlook
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Envestnet Tamarac CRM page. Checked Oct 6.
MailChimp
Checked on the vendor's site
  • Data out: marketing list changes made in Tamarac CRM
  • Data in: marketing list changes made in Mailchimp
Source: Envestnet Tamarac release notes (CRM), published Mar 6, 2024. Checked Oct 6.
This source is more than 2 years old. Ask Envestnet, Inc. whether it still works this way.

Moving to Envestnet Tamarac from another tool

What Envestnet, Inc.'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the Envestnet Tamarac pages we read

We looked on Oct 8. Before you sign, ask Envestnet, Inc. which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

We couldn't find export instructions on Envestnet, Inc.'s site.Not found

Fits best if

Our judgement

We haven't assessed fit for Envestnet Tamarac yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Envestnet Tamarac with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

AdvisorCRM
Free plan
Checked on the vendor's site · Oct 6
Charles Schwab · Data in + single sign-on checked
View profile
Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Toolkit
From $26/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
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Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile

Corrections

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