Alternativas de Envestnet | Tamarac Mejor Valoradas
6 Envestnet | Tamarac Reseñas
Plataforma muy completa y la personalización de informes, integración y escalabilidad son la mejor parte de esta plataforma. Reseña recopilada por y alojada en G2.com.
El precio de las plataformas puede ser prohibitivo para las firmas de asesores más pequeñas. Me resulta difícil navegar por la plataforma o aprovechar completamente sus funciones. Reseña recopilada por y alojada en G2.com.
Working for a financial Planning software company its easy to map out assets that come through as other Reseña recopilada por y alojada en G2.com.
It can be a headache for our engineering team to troubleshoot every so often it will reject credentials Reseña recopilada por y alojada en G2.com.
Tamarac does many things well. The dynamic reports, that you view on the screen, are quite flexible, and virtually every type of report you want exists. The PDF reports have improved over the years. There is constant improvement made with the system, even if the pace of improvement seems slow. Support is generally responsive. Having the trading system integrated with the portfolio reporting system is very helpful. Reseña recopilada por y alojada en G2.com.
The API is difficult to use and can only extract information out of the system. The users/roles management is confusing. Enhancement requests seem to go into a black hole, even simple requests like, "Please add a field to a report." Quite a bit of the system is simply not intuitive. There is no audit trail in the system that shows when a field is changed and who changed it. PDF reports are confusing to set up, and the size of the reports is much larger than is needed. Reseña recopilada por y alojada en G2.com.
The actual software is very robust & customizable. Reseña recopilada por y alojada en G2.com.
Onboarding began with inexperienced reps.
Lack of depth and spread in custodian integrations. Reseña recopilada por y alojada en G2.com.
I love the reporting feature. It makes running reports simple. Reseña recopilada por y alojada en G2.com.
System integration is not always ideal. We have had trouble bringing two systems to work with each other. Reseña recopilada por y alojada en G2.com.
That at least we can get our jobs done, albeit at a snail's pace Reseña recopilada por y alojada en G2.com.
The fact that no big tech player (google, apple, etc) has blown up this space yet is baffling. Best of the worst here. Reseña recopilada por y alojada en G2.com.
