List of Envestnet Tamarac Reporting Customers
Berwyn, 19312, PA,
United States
Since 2010, our global team of researchers has been studying Envestnet Tamarac Reporting customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Envestnet Tamarac Reporting for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Envestnet Tamarac Reporting for Portfolio and Investment Performance and Planning include: Washington Trust Wealth Management, a United States based Banking and Financial Services organisation with 680 employees and revenues of $102.0 million, Dakota Wealth Management, a United States based Banking and Financial Services organisation with 170 employees and revenues of $45.0 million, Spinnaker Trust, a United States based Banking and Financial Services organisation with 40 employees and revenues of $15.0 million and many others.
Contact us if you need a completed and verified list of companies using Envestnet Tamarac Reporting, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Envestnet Tamarac Reporting customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Dakota Wealth Management | Banking and Financial Services | 170 | $45M | United States | Envestnet | Envestnet Tamarac Reporting | Portfolio and Investment Performance and Planning | 2019 | n/a |
In 2019, Dakota Wealth Management implemented Envestnet Tamarac Reporting to consolidate portfolio management, performance reporting and trading across its multi-office RIA operations in the United States. The firm reports purchase and go-live activity in June 2019, and positioned the solution to address Portfolio and Investment Performance and Planning requirements for advisor reporting, consolidated performance measurement and trade execution workflows.
The deployment centered on Envestnet Tamarac Reporting and trading capabilities, standardizing performance calculation engines, client-facing report templates and consolidated account views. Configuration work focused on unified reporting schedules, automated performance attribution and centralized report generation to reduce manual reconciliation and ensure consistent outputs across offices.
Operational scope covered multi-office advisory teams, the operations desk and client reporting functions across the United States, providing a single operational surface for portfolio managers, client service teams and trading operations. The implementation consolidated portfolio management, performance reporting and trading workflows within the RIA’s operational footprint to support consistent advisor-facing statements and consolidated trade records.
Governance changes emphasized standardization of reporting templates and centralized reporting governance, along with consolidation of trading and reporting workflows to streamline operations. Dakota Wealth Management reports improved reporting consistency, increased operational efficiency and alignment with its growth strategy as direct outcomes of the Envestnet Tamarac Reporting deployment.
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Spinnaker Trust | Banking and Financial Services | 40 | $15M | United States | Envestnet | Envestnet Tamarac Reporting | Portfolio and Investment Performance and Planning | 2018 | n/a |
In 2018, Spinnaker Trust implemented Envestnet Tamarac Reporting to manage portfolio management, performance reporting and client portal functionality. Envestnet Tamarac Reporting, classified as Portfolio and Investment Performance and Planning, is used to support Spinnaker Trust's wealth, trust and financial planning services in the United States. The deployment focused on the application’s reporting engine, portfolio accounting views and client-facing portal capabilities to centralize advisor and trust reporting workflows.
Configuration and operational scope covered advisory teams and trust operations across the firm, aligning performance reporting and client statements with fiduciary and financial planning processes. The implementation emphasized configuration of performance attribution, consolidated account views and client portal presentation layers, and is documented on Envestnet Tamarac's case studies listing. Governance centered on access controls by role for advisors and trust officers and central administration of reporting templates and schedules.
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Washington Trust Wealth Management | Banking and Financial Services | 680 | $102M | United States | Envestnet | Envestnet Tamarac Reporting | Portfolio and Investment Performance and Planning | 2017 | n/a |
In 2017 Washington Trust Wealth Management implemented Envestnet Tamarac Reporting to centralize portfolio reporting and advisory workflows, deploying the Envestnet Tamarac Reporting application within its Portfolio and Investment Performance and Planning environment. The engagement focused on consolidating reporting across the firm’s advisory practice in the United States, aligning portfolio-level performance output with trading and client-facing statement generation.
The implementation emphasized core reporting and workflow capabilities typical of the Portfolio and Investment Performance and Planning category, including consolidated portfolio performance reporting, automated report generation for client statements, and orchestration of trading and CRM workflows. Envestnet Tamarac Reporting was configured to produce standardized client deliverables and to operationalize repeatable reporting processes, improving consistency of performance presentation across accounts.
Operational coverage included advisory teams and back-office functions in the United States, where the system centralized reporting production and trading workflow coordination within the firm’s advisory practice. The deployment connected reporting outputs to client relationship workflows to streamline advisor-facing information and support unified client reporting cadence, without naming specific upstream trading or CRM systems.
Governance changes focused on centralizing report templates and scheduling, introducing structured report production ownership and workflow handoffs between advisory and back-office teams. The implementation is shown to have improved client reporting and back-office efficiency as part of the firm’s use of Envestnet Tamarac Reporting.
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