External API
Use the External API to efficiently retrieve real-time access real-time Tamarac client, household, and group data—and query key documents—so CRMs, client portals, reporting, and servicing workflows stay in sync.
Accounts & Holdings
Retrieve Tamarac account data and account-level holdings to support reporting, portfolio views, and downstream workflows. Collection endpoints return a page of results plus a URL to request the next page. Optional (non-required) properties are omitted when null.
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.
Getting Started
Access to API reference, documentation, and credentials requires Envestnet Developer Portal credentials. Please contact your Account Manager to discuss your business needs. A discovery session with our Integrations Team can be scheduled to further explore your requirements and the capabilities we can offer.