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About

AWS Trusted Advisor is an online tool that provides you real time guidance to help you provision your resources following AWS best practices. Trusted Advisor checks help optimize your AWS infrastructure, increase security and performance, reduce your overall costs, and monitor service limits. Whether establishing new workflows, developing applications, or as part of ongoing improvement, take advantage of the recommendations provided by Trusted Advisor on a regular basis to help keep your solutions provisioned optimally. AWS Basic Support and AWS Developer Support customers get access to 6 security checks (S3 Bucket Permissions, Security Groups - Specific Ports Unrestricted, IAM Use, MFA on Root Account, EBS Public Snapshots, RDS Public Snapshots) and 50 service limit checks. AWS Business Support and AWS Enterprise Support customers get access to all 115 Trusted Advisor checks (14 cost optimization, 17 security, 24 fault tolerance, 10 performance, and 50 service limits).

About

Envestnet | Tamarac is an integrated portfolio management and reporting platform designed to help Registered Investment Advisors (RIAs) streamline operations, enhance client service, and scale efficiently. The platform combines powerful tools for trading, rebalancing, performance reporting, billing, and CRM integration in a single unified experience. Advisors can automate workflows, improve accuracy, and deliver data-driven insights through customizable dashboards and client portals. Tamarac’s flexible architecture connects seamlessly with industry-leading custodians and financial applications, ensuring smooth integration across the advisory tech stack. Trusted by thousands of firms, Tamarac helps advisors reduce administrative burdens while delivering exceptional, personalized client experiences. In essence, it empowers RIAs to spend less time managing systems and more time managing relationships.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

IT teams that want to reduce costs, increase performance, and improve security

Audience

Independent Registered Investment Advisors (RIAs) and wealth management firms looking for a fully integrated portfolio management, reporting, and client engagement platform to streamline operations and scale efficiently

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Amazon
Founded: 1994
United States
aws.amazon.com/premiumsupport/technology/trusted-advisor/

Company Information

Envestnet
Founded: 1999
United States
www.envestnet.com/tamarac

Alternatives

Alternatives

VestmarkONE

VestmarkONE

Vestmark

Categories

Categories

Cloud Management Features

Access Control
Billing & Provisioning
Capacity Analytics
Cost Management
Demand Monitoring
Multi-Cloud Management
Performance Analytics
SLA Management
Supply Monitoring
Workflow Approval

Stock Portfolio Management Features

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Integrations

MoneyGuide
New Relic
ProTracker Advantage
RightCapital
SaaSTech.io
Sophos Cloud Optix
Zuar Runner

Integrations

MoneyGuide
New Relic
ProTracker Advantage
RightCapital
SaaSTech.io
Sophos Cloud Optix
Zuar Runner
Claim AWS Trusted Advisor and update features and information
Claim AWS Trusted Advisor and update features and information
Claim Envestnet | Tamarac and update features and information
Claim Envestnet | Tamarac and update features and information