--- title: "Envestnet | Tamarac Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Envestnet | Tamarac Software - reviews, pricing plans, popular comparisons to other Financial CRM products and more." source_url: "https://www.capterra.com/p/10021147/Envestnet-Tamarac/" page_type: "product" language: "en" --- # Envestnet | Tamarac Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support) Envestnet | Tamarac ## What is Envestnet | Tamarac? Envestnet | Tamarac is an integrated software platform for registered investment advisors (RIAs) and financial advisors. The platform provides portfolio management, performance reporting, client portal, billing, trading, CRM, data aggregation, reconciliation, and unified managed account solutions. ## What is Envestnet | Tamarac used for? [Financial Services](https://www.capterra.com/financial-services-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Envestnet | Tamarac?[Manage this product listing](https://www.g2.com/products/envestnet-tamarac/claim_requests/new?auto=true) ## Envestnet | Tamarac Overview Updated September 2026 AI summary Envestnet | Tamarac offers cloud-based financial management and CRM tools for small and midsize businesses in the financial services category. It centralizes key workflows, supporting transaction monitoring, electronic payments, and reporting to help teams oversee client activities and manage financial information. Its deployment as a SaaS solution enables flexible access to core advisory and operational capabilities. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Envestnet | Tamarac 0.0 VS. [4.3 (716)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.2 (26,625) Value For Money 0.0 (0) Value For Money 4.0 (20,464) Customer Service 0.0 (0) Customer Service 4.0 (20,722) ## Envestnet | Tamarac alternatives [PayPal](https://www.capterra.com/p/207944/PayPal/) [4.6 (26,647)](https://www.capterra.com/p/207944/PayPal/reviews/) Starting price $0.29 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207944/PayPal/) [Google Pay](https://www.capterra.com/p/212826/Google-Pay/) [4.6 (924)](https://www.capterra.com/p/212826/Google-Pay/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/212826/Google-Pay/) Highest Rated [Mercury](https://www.capterra.com/p/10035709/Mercury/) [4.9 (58)](https://www.capterra.com/p/10035709/Mercury/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/10035709/Mercury/) [PitchBook](https://www.capterra.com/p/202323/PitchBook/) [4.4 (38)](https://www.capterra.com/p/202323/PitchBook/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/202323/PitchBook/) ## Features AI summary Based on 1,520 Financial CRM reviews Capterra reviewers highlight these as the financial services features buyers care about most: - **Transaction Monitoring** (**50%** of reviewers rated this feature as critical) - **Electronic Payments** (**50%**) - **Transaction History** (**40%**) Envestnet | Tamarac is positioned around other financial management capabilities within the financial services category. Its available tools support core advisory and operational workflows, giving teams a centralized way to manage day-to-day processes, maintain oversight across client-related activities, and keep financial information organized for ongoing business use. CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Financial Management Plan, manage, and track the financial activities of an individual or organization For Financial Institutions Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Envestnet | Tamarac 4 features ### All Features - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.