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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

AWS Trusted Advisor is a web-based tool that offers real-time recommendations to assist you in configuring your resources in alignment with AWS best practices. By running checks, Trusted Advisor helps enhance your AWS setup, bolster security and performance, lower overall expenses, and keep an eye on service limits. Regularly utilizing the insights provided by Trusted Advisor is essential, whether you are initiating new processes, building applications, or seeking continuous improvement, as it aids in maintaining the optimal provisioning of your solutions. Users with AWS Basic Support and AWS Developer Support benefit from 6 security assessments (including S3 Bucket Permissions and IAM Use) along with 50 checks on service limits. Conversely, customers with AWS Business Support and AWS Enterprise Support gain access to the complete suite of 115 Trusted Advisor checks, comprising 14 for cost optimization, 17 related to security, 24 focusing on fault tolerance, 10 aimed at performance, and 50 that monitor service limits. This comprehensive approach ensures that users can maximize the efficiency and security of their AWS environments.

Description

Envestnet | Tamarac is a comprehensive advisor technology suite built to help independent RIAs operate with the efficiency and insight of large-scale institutions. The platform integrates portfolio management, trading, performance reporting, and billing into one cohesive system that eliminates data silos and streamlines the advisor workflow. With its powerful Rebalancing and Trading platform, Tamarac allows advisors to execute trades quickly and accurately while maintaining compliance and tax efficiency. Its Client Reporting tools deliver clear, customized reports that strengthen transparency and trust between advisors and investors. The Client Portal gives clients real-time access to performance data, financial documents, and personalized dashboards, deepening engagement and loyalty. Combined with CRM integration and data analytics, Tamarac provides a holistic view of every client relationship. Backed by Envestnet’s enterprise-grade infrastructure, it delivers scalability, reliability, and security that advisory firms can depend on. Ultimately, Tamarac enables firms to deliver a better client experience, improved operational efficiency, and measurable growth.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

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

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Amazon

Founded

1994

Country

United States

Website

aws.amazon.com/premiumsupport/technology/trusted-advisor/

Vendor Details

Company Name

Envestnet

Founded

1999

Country

United States

Website

www.envestnet.com/tamarac

Product Features

Cloud Management

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

Product Features

Stock Portfolio Management

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

Alternatives