Account Opening 

Accounts

With the Accounts API, you can query and retrieve accounts data within Tamarac to support reporting and downstream workflows. API methods that return multiple items stream results back to the caller: an initial set of results is returned immediately along with a URL to fetch the next set. Properties not marked as “required” are omitted during serialization when their values are null; any property without the “required” indicator should not be assumed to appear in the response unless populated.

Custodial Sync

Retrieve the status and last successful date of the daily Tamarac custodial data sync with the Envestnet Enterprise platform (UMP) to support operational monitoring and reconciliation workflows.

Groups

With the Groups API, you can query and retrieve groups data within Tamarac to support segmentation, reporting, and client organization. As with other collection endpoints, results are streamed with an initial response and a URL for fetching additional results. Properties not marked as “required” are omitted during serialization when null.

Holdings

Retrieve holdings details for a given account to power portfolio views, analytics, and client-facing reporting experiences.