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Visit WebsiteBronfman E.L. Rothschild - Customer Case Study
Bronfman E.L. Rothschild
Jill Lizzi
Wealth Advisor
Envestnet | Tamarac
Envestnet | Tamarac provides provides an integrated, web-based suite of portfolio and client management software for independent advisors and wealth managers. Tamarac's technology offering is further complemented by a range of outsourced portfolio accounting services enabling advisors to spend more time with clients and growing their business.
Case Studies
Showing 15 Envestnet | Tamarac Customer Success Stories
How an innovative wealth management firm revolutionized their business with integrated technology
Corrado Financial Group
Herman Lentz
Chief Compliance Officer
How a firm’s aggressive M&A strategy led to an innovative technology solution
Dakota Wealth Management
Michael Reed
Chief Operating Officer
The differences an integrated technology solution can create
Financial Consulate
Mike McCarthy
Chief Operating Officer
Henssler Financial - Customer Case Study
Henssler Financial
Adam Ledbetter
Training Manager
Krilogy Financial- Customer Case Study
Krilogy Financial
Andrew Miller
Director of Analytics at Krilogy Financial
How an emerging practice planned for future growth with the right tech solution
Launch Financial Planning
Brad Wright
Co-Founder & Managing Partner
Maryland Capital Advisors - Customer Case Study
Maryland Capital Advisors
Mike Damas
Founder and President
How a wealth management firm with more than 80 years of experience evolved with technology
Shufro Rose
Thomas Kwon
Platform Manager
Spectrum Management Group, Inc - Customer Case Study
Spectrum Management Group, Inc
Leslie Thompson
Managing Principal
How Spinnaker Trust Grew Business and Built Relationships with Envestnet | Tamarac
Spinnaker Trust
Sara Lewis
Executive Vice President and Director of Client Service
Stanford Investment Group, Inc. - Customer Case Study
Stanford Investment Group, Inc.
John Kirkpatrick
Vice President and Wealth Advisor
Steward Wealth Management - Customer Case Study
Steward Wealth Management
Dustin Stiefel
Co-Founder and Principal of Steward
Toth Financial - Customer Case Study
Toth Financial
Ken Bowen
Chief Operating Officer and Portfolio Manager
Weston Financial - Customer Case Study
Weston Financial
Jake Filoon
President and Chief Operating Officer
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