Creative Planning International selects Envestnet Tamarac for Portfolio and Investment Management

In 2022, Creative Planning International, a United States based Banking and Financial Services organization with 10 employees and revenues of $1M selected Envestnet Tamarac for Portfolio and Investment Management while displacing Legacy, and integrating with the existing systems being used.

Customer	Vendor	Old Product	New Product	Category	Market	Users	VAR/SI	When	Live
Creative Planning International	Envestnet	Legacy	Envestnet Tamarac	Portfolio and Investment Management	Investment Management	n/a	n/a	2022	2022

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