For Envestnet Tamarac Firms Envestnet

Take your Tamarac data to the next level

Milemarker extends Tamarac with AI-powered analysis, custom dashboards, and smart automation — unifying portfolio data with your CRM, custodians, and planning tools.

Book a 15-Min Demo

Live in days · 8 data categories · SOC 2 Type II

Envestnet
Envestnet Tamarac
Portfolio Accounting
Salesforce
CRM
Microsoft Dynamics
CRM
HP
Holistiplan
Financial Planning
eM
eMoney Advisor
Financial Planning
CS
Schwab
Custodian
F
Fidelity
Custodian
+122
More integrations
130+ Total
Data Engine
Unified Data
Lake
Console & Dashboards
Firm-specific analytics
AI Agents
Powered by Anthropic Claude
Workflow Orchestration
Automated business logic
Navigator AI
Ask anything in plain English
Compliance & Reporting
Audit-ready
130+
Integrations
8
Tamarac Categories
SOC 2
Type II Compliant
1
Data Warehouse
The Shift

What becomes possible when you add Milemarker

Tamarac alone
Powerful portfolio accounting and reporting inside Tamarac
Portfolio data and CRM data in separate systems
Reporting within the Tamarac platform
Standard operational workflows
Advisors navigate between multiple tools daily
Tamarac + Milemarker
Portfolio, CRM, custodian, and planning data unified in one warehouse
AI agents answer firm-wide questions in plain English — powered by Anthropic
Custom dashboards in a fully branded environment advisors already use
Smart automation triggers on portfolio events — alerts, compliance, outreach
Deeper adoption of Tamarac through cross-system visibility and insights
Data Engine

Every data point from Tamarac, unified automatically

Milemarker maps all 8 Tamarac data categories into a universal data model — alongside every other system your firm uses.

01

Account & household data

Structures, relationships, demographics

02

Holdings & positions

Current and historical holdings

03

Performance returns

TWR, MWR, benchmarks

04

Transaction history

Trades, cash flows, actions

05

Asset classification

Sector, class, categorization

06

Billing & fee data

Schedules, revenue, attribution

07

Benchmark comparisons

Index and custom benchmarks

08

Advisor assignments

Books, teams, structures

“

We've been able to automatically create reports that would have otherwise taken us weeks — including some that would have been nearly impossible to do.

Laura Hubbell
Laura Hubbell, CFA
Chief Information Officer, SignatureFD
Getting Connected

Four steps to unified data

1

Contact Milemarker

Reach out to your CSM or email connect@milemarker.co

2

Coordinate access

We work with you and Envestnet to establish API credentials

3

Configure sync

Milemarker maps Tamarac data to the Universal Data Model

4

Validate & go live

Review data accuracy, then activate for ongoing updates

Common Questions

What firms ask before they connect

How does this complement Tamarac's own reporting?
Tamarac excels at portfolio accounting. Milemarker extends that data across your entire tech stack — unifying it with CRM, custodians, and planning tools so you can run AI queries and automation across everything from one place.
How long does setup take?
Days, not months. Tamarac data maps into Milemarker's universal model quickly. Your team coordinates API access with Envestnet, we handle configuration — no custom engineering on your side.
We have data across many systems
That's where Milemarker shines. The Data Engine normalizes data from 130+ sources — Tamarac, Salesforce, Schwab, Fidelity, eMoney, Holistiplan — into one universal model. More systems means deeper insight.
What about data security?
SOC 2 Type II compliant. Built on Snowflake. AES-256 encryption at rest, TLS 1.2+ in transit. Your data never leaves your secure environment and is never used to train AI models.
Your Demo
Here's what you'll see in 15 minutes
No slides. No pitch deck. Just your data, working.
Live Tamarac data flow — watch your 8 data categories land in Milemarker's warehouse in real time
AI agent demo — ask a question across your Tamarac and CRM data simultaneously, powered by Anthropic Claude
Dashboard preview — see what a firm-specific view of unified Tamarac + custodian + CRM data looks like
Your integration timeline — get a specific go-live date, not a vague estimate

See what's possible when your data works together

Tamarac portfolio data, your CRM, custodians, and planning tools — unified with AI agents and smart automation. Book 15 minutes and we'll show you.

Book a 15-Min Demo

Live in days · 8 data categories · SOC 2 Type II