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Products launched
fast and efficiently

As the market leader in financial data and services,
Envestnet can help you grow from startup to success.

Batch API

Generate and download bulk Tamarac data with pre-defined and customizable reports.

Envestnet | Tamarac

CRM

Retrieve client, household and group data, assist with client relationship management,
and query important documents directly from Tamarac.

Envestnet | Tamarac

Reporting

Retrieve real-time data directly from Tamarac to report on your clients.

Envestnet | Tamarac