Envestnet | Tamarac vs. VISE Comparison


Envestnet \| Tamarac Envestnet	VISE Vise	+	+
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The platform is available through web browsers and mobile applications for iOS and Android, with connectivity to more than 13,000 financial institutions. 139,855 Ratings Visit Website Summ Summ (formerly Crypto Tax Calculator) is an advanced crypto & equities tax platform that simplifies tracking and reporting across all your brokers, exchanges, wallets, and DeFi activity. With support for over 3,500 integrations, Summ imports your full transaction history and automatically generates audit-ready reports built to align with IRS tax guidelines. Users can review trades, identify tax-saving opportunities, and download accountant-approved forms including 8949, 1040, capital gains summaries, and more. Summ's portfolio tracker provides real-time PnL, tax liability insights, and accurate pricing for over 300,000 cryptocurrencies & shares. With a 4.6/5 Trustpilot rating and seamless TurboTax integration, Summ makes crypto tax filing stress-free for both casual traders and professionals. 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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.	About Vise is a technology-powered asset manager that helps financial advisors build, manage, and explain personalized portfolios. Vise’s mission is to enable financial advisors to deliver better investment outcomes to their clients while scaling to their maximum potential. The company is leading the industry-wide shift toward Wealth 3.0—the next step beyond mutual funds, ETFs, and index funds into personalized, automated portfolios. Backed by investors like Sequoia, and Founders Fund, Vise has raised nearly $130 million since its founding in 2016. The company has over 45 employees based across the U.S. with headquarters in New York.
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	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
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	Audience RIAs & financial advisors looking for an investment management platform to build personalized portfolios while scaling their practice
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
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 Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Envestnet Founded: 1999 United States www.envestnet.com/tamarac	Company Information Vise Founded: 2016 United States vise.com
Alternatives Addepar	Alternatives VGG Image Search Engine Visual Geometry Group
Envestnet Wealth Management Platform Envestnet	PDFOCR
PortfolioShop	Sharesight
HiddenLevers	Fundamental Portfolio Manager Fundamental Software
VestmarkONE Vestmark View All	PackHedge™ FinLab Solutions SA View All
Categories Stock Portfolio Management Supported Wealth Management Supported	Categories Investment Management Supported Stock Portfolio Management Supported
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	Stock Portfolio Management Features Billing & Invoicing Not Supported Client Management Not Supported Data Warehousing Not 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 Supported Technical Analysis Not Supported Wash Sale Detection Supported Show More Features Investment Management Features Accounting Management Not Supported Benchmarking Supported Bonds / Stocks Supported Client Management Not Supported Commodities Supported Compliance Reporting Not Supported Data Import / Export Supported For Investment Advisors Supported For Investors & Traders Not Supported Fund Management Supported Modeling & Simulation Supported Payroll & Commissions Not Supported Performance Metrics Supported Portfolio Management Supported Risk Management Supported
Integrations Altruist Not Supported Charles Schwab Not Supported Fidelity Not Supported MoneyGuide Supported Nitrogen Not Supported ProTracker Advantage Supported RightCapital Supported SaaSTech.io Supported Zuar Runner Supported View All 5 Integrations	Integrations Altruist Supported Charles Schwab Supported Fidelity Supported MoneyGuide Not Supported Nitrogen Supported ProTracker Advantage Not Supported RightCapital Not Supported SaaSTech.io Not Supported Zuar Runner Not Supported View All 4 Integrations
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