List of Envestnet Tamarac Trading Customers
Berwyn, 19312, PA,
United States
Since 2010, our global team of researchers has been studying Envestnet Tamarac Trading 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 Trading for Trade Order Management System (TOMS) 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 Trading for Trade Order Management System (TOMS) include: Washington Trust Wealth Management, a United States based Banking and Financial Services organisation with 680 employees and revenues of $102.0 million, Toth Financial Advisory, a United States based Banking and Financial Services organisation with 20 employees and revenues of $2.0 million, Waterside Financial Group, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Envestnet Tamarac Trading, 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 Trading 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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Toth Financial Advisory | Banking and Financial Services | 20 | $2M | United States | Envestnet | Envestnet Tamarac Trading | Trade Order Management System (TOMS) | 2017 | n/a |
In 2017, Toth Financial Advisory implemented Envestnet Tamarac Trading as its Trade Order Management System (TOMS) to support its investment management operations in the United States. The implementation uses a Tamarac-hosted client portal alongside centralized portfolio monitoring and rebalancing capabilities, a configuration supported by Toth Financial’s client login link to a Tamarac-hosted portal and the Tamarac case study listing.
Envestnet Tamarac Trading is configured to manage portfolio monitoring, systematic rebalancing, trade order generation and approval workflows, and consolidated reporting. The firm uses the Tamarac-hosted client portal for client access and performance reporting, while Tamarac Trading is used to streamline trade approvals and reporting workflows across advisory operations.
Operational scope centers on Toth Financial Advisory’s investment management and back office functions in the United States, covering advisor workflow and operational staff access. Governance changes consolidated trade approval routing within Tamarac Trading and standardized portal permissioning for client reporting, aligning approval workflows and reporting processes under the Tamarac-hosted environment.
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Washington Trust Wealth Management | Banking and Financial Services | 680 | $102M | United States | Envestnet | Envestnet Tamarac Trading | Trade Order Management System (TOMS) | 2015 | n/a |
In 2015, Washington Trust Wealth Management selected Envestnet Tamarac Trading to host Weston Financial's portfolio management platform. The implementation used Envestnet Tamarac Trading as a Trade Order Management System (TOMS) to provide centralized order management, trading and rebalancing, reporting, and a branded client portal for advisors.
The deployment centralized trading and reporting workflows across Weston Financial's advisory operations, with hosting and operational control resident in the Envestnet Tamarac Trading environment. Functional capabilities implemented included portfolio rebalancing automation, trade order lifecycle management, consolidated performance and client reporting, and a white labeled client portal to support advisor-facing engagement in the U.S. Northeast.
Rollout emphasized consolidation of advisor workflows and governance for trade execution and reporting, aligning advisor operations to the hosted portfolio management model. The project was described as intended to enhance client mobility and engagement while streamlining advisor operations, with hosting of Weston Financial's platform by Envestnet Tamarac Trading as the central architectural decision.
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Waterside Financial Group | Banking and Financial Services | 10 | $1M | United States | Envestnet | Envestnet Tamarac Trading | Trade Order Management System (TOMS) | 2016 | n/a |
In 2016, Regal Financial Group implemented Envestnet Tamarac Trading. The deployment leveraged Envestnet | Tamarac's Advisor View and Advisor Rebalancing to centralize portfolio management, reporting and model rebalancing under a single Trade Order Management System (TOMS) for its U.S. advisor operations.
The implementation configured Advisor View and Advisor Rebalancing as core functional modules to unify model management, automated rebalancing workflows and client reporting. Configuration emphasized model rebalancing orchestration and trade monitoring, with the Tamarac Trading application providing order generation, rebalancing logic and consolidated reporting capabilities consistent with Trade Order Management System (TOMS) functionality.
Operational coverage spanned Regal Financial Group's registered investment advisor and broker dealer activities across the United States, targeting advisor workflows for portfolio maintenance and client statement production. The announcement in February 2016 framed the rollout as a unification of portfolio management and reporting across the firm, aligning RIA and broker-dealer operational processes.
The implementation delivered faster rebalancing and operational efficiencies for advisors, improving trade monitoring and client reporting as stated in the implementation notes. Governance effects focused on standardizing rebalancing procedures and consolidating model governance inside the Envestnet Tamarac Trading environment, reducing fragmentation between portfolio management and reporting functions.
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