Envestnet | Tamarac vs. Write-Up Comparison


Envestnet \| Tamarac Envestnet	Write-Up TJPS Software	+	+
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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 Stock portfolio accounting for your high net worth clients is a key service in most accounting firms. The challenge, however, is providing this important yet labour-intensive function at a reasonable price. Fortunately, now there’s Write-Up, the #1 selling stock portfolio accounting software. Write-Up software simplifies and speeds up the accounting processes involved in tracking, recording and reporting stock transactions for holding companies, trusts and estates. Simplified year-end procedure and access to historical data. Write-Up allows the user to close a year in both modules and carry forward the open security positions in the broker module to the following year. Prior years are always available for viewing in both modules. Write-Up handles multiple currencies and the corresponding foreign exchange entries to make investment management easy. Write-Up supports the three main types of transactions: broker transactions, banking transactions and adjusting entries.
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 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 Companies and professionals searching for a stock portfolio accounting solution
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 View more images or videos	Screenshots and Videos View more images or 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 Envestnet Founded: 1999 United States www.envestnet.com/tamarac	Company Information TJPS Software United States tjpssoftware.com/features.asp
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HiddenLevers	ReleaseAI
VestmarkONE Vestmark View All	Accounting Power AccountantsWorld View All
Categories Stock Portfolio Management Wealth Management	Categories Stock Portfolio Management
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	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 ProTracker Advantage RightCapital SaaSTech.io Zuar Runner View All 5 Integrations	Integrations MoneyGuide ProTracker Advantage RightCapital SaaSTech.io Zuar Runner
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