NetX360Pershing
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Envestnet | TamaracEnvestnet
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Related Products
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About
NetX360® is a single point of access for professionals to manage their businesses and support their clients' needs by focusing on data and analytics to reimagine the experience. Regardless of your business model, commission, advisory, retail, self-directed, institutional, or asset management, NetX360 is for you. The benefits of NetX360 include improved process flows with global search to make it easy to find information, a streamlined experience, and accessible integration partnerships across a variety of solutions for market data, news, research, financial planning, and reporting tools. Take the power of NetX360 wherever you go. With NetX360 Mobile you can work wherever you are, whenever you are on the move. Easily access your client’s information and stay on top of the latest market developments and updates with uninterrupted access to the most critical business functions. Fund accounts quickly with mobile check deposits.
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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.
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Platforms Supported
Windows
Not Supported
Mac
Supported
Linux
Not Supported
Cloud
Not Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Professionals in need of a tool to conduct critical business operations and streamline the client onboarding experience
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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
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationPershing
United States
www.pershing.com/netx360/advisor-experience
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Company InformationEnvestnet
Founded: 1999
United States
www.envestnet.com/tamarac
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Alternatives |
Alternatives |
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Categories |
Categories |
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Stock Portfolio Management Features
Billing & Invoicing
Supported
Client Management
Supported
Data Warehousing
Supported
For Investment Advisors
Supported
For Traders
Not Supported
Order Management
Not Supported
Portfolio Accounting
Not Supported
Portfolio Rebalancing
Supported
Risk Management
Supported
Tax Management
Not Supported
Technical Analysis
Not Supported
Wash Sale Detection
Not Supported
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Integrations
MoneyGuide
Supported
RightCapital
Supported
Nitrogen
Supported
ProTracker Advantage
Not Supported
SaaSTech.io
Not Supported
Zuar Runner
Not Supported
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Integrations
MoneyGuide
Supported
RightCapital
Supported
Nitrogen
Not Supported
ProTracker Advantage
Supported
SaaSTech.io
Supported
Zuar Runner
Supported
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