In this article
In this article
⏱ 17 min read
Searching for "OpenClaw Tamarac"? You're in the right place. Tamarac is Envestnet's RIA-focused integrated platform — the operating system roughly 1,000 independent advisory firms run their practices on. Where Orion and Black Diamond serve overlapping niches, Tamarac differentiates by tightly coupling four components into a single advisor workflow: Tamarac Reporting for portfolio accounting and performance, Advisor View as the client-facing portal, Advisor CRM for relationship management, and Advisor Rebalancing for trade generation and drift control. Until now, getting "AI for Tamarac" meant exporting from each of those components separately, reconciling them in Excel, and hoping nothing changed before you finished asking your question.
By Scott Blandford, Founder & CEO of Truthifi | Reviewed by Mike Young
Truthifi changes that. With an OpenClaw Tamarac connection through Truthifi, OpenClaw can see your live Tamarac data, portfolio balances, household allocations, rebalancing candidates, and CRM context in one normalized view. Truthifi rebuilds historical data on connection — filling gaps, reconciling cost basis across custodians, and resolving ticker mismatches between Tamarac Reporting and the underlying brokers — so OpenClaw works with clean, normalized data from day one. All of this happens through Truthifi's secure MCP connector, which has read-only access to your accounts: it never sees your bank credentials and can't move money.
Because OpenClaw is open source and free to use, this pairing is particularly attractive to RIAs with strict data residency requirements, self-hosting compliance teams, and technically inclined end clients who want the AI side of their stack to run in environments they fully control.
What You Need
Tamarac Reporting / Advisor View / Advisor CRM / Advisor Rebalancing access at tamaracinc.com (advisor portal) or client.tamaracinc.com (client portal)
OpenClaw Open Source distribution (Free) with MCP client support enabled
Free Truthifi account at truthifi.com
Approximately 5 minutes for setup (plus OpenClaw install time if not already running)
Looking for ChatGPT or Claude? See chatgpt-tamarac and claude-tamarac
Comparing wealth platforms? See openclaw-envestnet and openclaw-orion
How to Connect OpenClaw to Your Tamarac Account
Ready to connect OpenClaw to your Tamarac stack? Here's how. The flow is the same whether you are an advisor logging in at tamaracinc.com or an end client logging in at client.tamaracinc.com — only the credentials differ.
Install or update OpenClaw — Pull the latest OpenClaw release and confirm MCP client support is enabled in your build. OpenClaw is open source and free; binaries are published for macOS, Linux, and Windows.
Sign in to Truthifi — Open truthifi.com and sign in. From your dashboard, click Add Institution and search for "Tamarac." Pick the advisor or client variant matching your role.
Authenticate at Tamarac — You'll be redirected to tamaracinc.com or client.tamaracinc.com. Sign in with your credentials and complete MFA. The aggregator (ByAllAccounts for the advisor path, Yodlee for the client portal) handles the handshake. Truthifi never sees your username or password.
Select households and components — Confirm which households, representative codes, and component scopes (Reporting, Advisor View, CRM, Rebalancing) OpenClaw can access. Selective scoping is supported at the household and entity level.
Connect OpenClaw — In your OpenClaw config file (typically
~/.openclaw/config.yaml), add an MCP server entry:name: truthifi, url: https://api.truthifi.com/mcp, auth: oauth. Restart OpenClaw and complete the OAuth flow in your browser when prompted.Verify — In a new OpenClaw session:
/mcp enable truthifi. Ask: "Summarize AUA across my Tamarac households, broken down by Advisor Rebalancing model, and flag any account with drift greater than 5% from target." A real answer with real numbers confirms the link is live.
The OpenClaw advantage on this path is compliance posture. For RIAs subject to strict data residency rules — or firms whose compliance officers won't approve commercial LLM endpoints — OpenClaw can be paired with a self-hosted Llama 3, Mistral, or Qwen model so that no portfolio data ever leaves infrastructure the firm controls. Truthifi's MCP layer, with read-only access to your accounts, is the boundary; everything past that point can run in your data center.
Example Prompts for OpenClaw
These prompts are tuned for the RIA workflow Tamarac is built around. OpenClaw's open-source posture and self-hosting flexibility make it especially well-suited to compliance-heavy use cases where every byte of context needs to stay inside firm-controlled infrastructure.
Household Review Memo (Self-Hosted) — "For the 'Bennett Family Trust' household in Tamarac Reporting, pull current allocation by asset class and account, flag any drift greater than 3% from the IPS target, summarize realized vs. unrealized gains YTD, and end with three discussion points. Run the entire analysis against my local LLM with no external calls."
Compliance-Safe Concentration Scan — "Across my Tamarac book, flag any household with concentration above 10% in any single position. Output as CSV my self-hosted compliance system can ingest. Use only local inference."
Local Model Fee Audit — "Calculate effective advisory fee weighted by AUA across my book through Tamarac. Break down by service tier. Output structured JSON suitable for downstream processing in my data warehouse."
Rebalancing Candidates From Advisor Rebalancing — "List every Tamarac-managed account where Advisor Rebalancing has flagged drift beyond tolerance bands. For each, calculate the estimated tax cost of the rebalance in taxable accounts. Output as a structured table."
Client Billing Reconciliation — "Compare Tamarac billing-system effective fees against the schedules documented in Advisor CRM for every household. Output every mismatch as a structured record I can route to my compliance queue."
Self-Hosted CRM Outreach List — "Cross-reference Advisor CRM next-action dates with Tamarac Reporting performance. Build a structured outreach list for every household with a 'review' or 'rebalance' action due in the next 30 days. Keep all analysis local."
Raw Schema Inspection — "List every field returned by the Tamarac component endpoints Truthifi exposes, with type, sample value, and observed cardinality. Output as JSON for our integration test suite."
Cash Drag Audit (Local) — "List every Tamarac account where uninvested cash exceeds 3% of household value for more than 30 days. Calculate opportunity cost at current high-yield rates and output as a JSON file."
Model Migration Plan — "I'm migrating households from the 'Core 60/40' Advisor Rebalancing model to a new 'Core 65/35' model. For every affected household, calculate per-account turnover, estimated tax cost in taxable accounts, and optimal sequencing. Output as JSON. Local model only."
Audit Log Export — "Pull the past 30 days of MCP requests Truthifi served to my OpenClaw client. Group by Tamarac component, scope, and household. Output as a structured audit log compliance can archive."
Why Truthifi?
5.1. Security
Your Tamarac username, password, and MFA tokens never touch Truthifi's servers. Authentication happens directly on tamaracinc.com or client.tamaracinc.com, creating a read-only connection secured with AES-256 encryption. OpenClaw receives only scoped data tokens, never your actual credentials. You maintain complete control and can revoke access anytime through your Tamarac connected-apps settings or through your Truthifi dashboard. The OpenClaw posture extends this: because the AI client itself is open source and self-hostable, the firm can audit every byte of code in the AI layer alongside Truthifi's connector logs.
5.2. Privacy
Your financial data stays under your complete control when using Truthifi. We never store login credentials from Tamarac or any financial institution. You decide which households, representative codes, and Tamarac components (Reporting, Advisor View, CRM, Rebalancing) OpenClaw can access. Data is never sold to third parties. The OpenClaw advantage is uniquely strong here: when paired with a self-hosted LLM, no commercial AI provider sees your Tamarac data at any point — the entire chain from Tamarac through Truthifi to model is yours.
5.3. Audit Trail
Every MCP data request is logged with full session details: which Tamarac component served the data, which scope was used, which households or accounts were touched, and what OpenClaw asked for. Advisors get an audit trail their compliance team can review during routine reviews and SEC examinations. End clients on the Advisor View path get a simple history of every time OpenClaw looked at their accounts. Because OpenClaw is open source, firms can also instrument the client side to keep a complete request-response log inside their own observability stack — a posture commercial AI clients rarely allow.
5.4. Data Quality
Tamarac Reporting is already a cleaner data source than most aggregators — performance is reconciled at the household level, and the four components share a common entity model. But Truthifi still normalizes the schema OpenClaw consumes so cost basis is reconciled across underlying custodians, ticker mismatches between Tamarac Reporting and external accounts are resolved, and historical gaps that Yodlee-side aggregation occasionally introduces are filled. The result: OpenClaw analyzes uniform Tamarac data whether the request originated from Reporting, Advisor View, CRM, or Rebalancing.
About OpenClaw
OpenClaw is the open-source AI client that gives technically inclined users a fully inspectable, self-hostable alternative to commercial AI assistants. Free to use, free to fork, and designed to work with any LLM backend — Llama 3, Mistral, Qwen, or a hosted commercial model when convenience matters more than independence — OpenClaw is the natural choice for RIAs and end clients who want every layer of the AI stack to be open and auditable.
Through MCP, OpenClaw connects to external data sources — your Tamarac stack among them — so analysis happens against real numbers instead of generic examples. The OpenClaw configuration is plain YAML; the source is on GitHub; the inference can run on a workstation, a homelab, or firm-owned servers. Once Truthifi is added as an MCP server, OpenClaw can pull live Tamarac data on demand across the four components — Reporting, Advisor View, CRM, and Rebalancing — entirely under your control.
About Tamarac
Tamarac is the RIA-focused integrated technology platform owned by Envestnet, which acquired Tamarac in 2012. Headquartered in Seattle, Washington, Tamarac was originally founded as an independent rebalancing software company and has grown into a unified platform combining four components — Tamarac Reporting (portfolio accounting and performance), Advisor View (the client-facing portal), Advisor CRM (relationship management), and Advisor Rebalancing (trade generation and drift control) — all under one login and one data model.
Tamarac competes directly with Orion Advisor Solutions and Advent's Black Diamond for the independent RIA market, and as part of the Envestnet platform stack, Tamarac is the path Envestnet brings to RIAs who want an Envestnet-tier capability set without buying into the full Envestnet | PMC turnkey asset management program. The four-component architecture is the defining feature: where competing platforms often require advisors to stitch together a CRM, a rebalancer, a reporting engine, and a portal from different vendors, Tamarac ships them as one stack. As of 2026, Tamarac is used by roughly 1,000 RIA firms across hundreds of billions in AUM.
Tamarac website → · Tamarac advisor portal → · your Tamarac Advisor View login URL (provided by your firm)
Frequently Asked Questions
Is it safe to connect my Tamarac account through Truthifi?
Authentication happens directly on Tamarac's domains — tamaracinc.com for the advisor portal, client.tamaracinc.com for the client portal. Your username and password never pass through Truthifi or OpenClaw. The resulting access token is read-only and protocol-enforced; OpenClaw cannot place trades, move money, change billing schedules, modify rebalancing models, or alter CRM records. Every data request is logged. Complete security details at https://truthifi.com/security.
What does Truthifi allow with my Tamarac data — and what does it block?
Allowed: reading household and account-level positions, performance, transactions, billing data, model assignments, CRM context where authorized, and Advisor View activity. Blocked: trading, money movement, fee schedule changes, advisor-of-record changes, billing-run triggering, rebalancing model edits, CRM writes, and any write operation against the Tamarac platform. The read-only architecture isby ByAllAccounts and Yodlee — it is not a setting you or OpenClaw can override.
Can advisors and clients both connect to the same Tamarac data?
Yes. The advisor-side connection (through a data aggregation service) and the client-side Advisor View connection (through a data aggregation service) are independent. An advisor can connect through the advisor portal and analyze a household; the same household's primary contact can separately connect through Advisor View and analyze it from the client side. The two connections do not share scopes, and neither side can see what the other has authorized.
What Tamarac account types and components does Truthifi support?
Across the advisor and client paths, Truthifi supports investment accounts (taxable, IRA, Roth, SEP, 401(k) rollover), trust accounts, advisor-managed model portfolios, the corresponding billing and performance data, and the CRM context where the firm has enabled it. All four Tamarac components are supported: Reporting, Advisor View, CRM, and Rebalancing.
How does Truthifi compare to other options?
Feature | Truthifi + OpenClaw | Manual CSV Export | No Connection |
|---|---|---|---|
Live Tamarac data | Live at query time | Stale within minutes | Not available |
Read-only access | Yes | Full account needed | N/A |
Credential storage | Never stored | Stored by tool | N/A |
Self-hostable AI | Yes (open source) | N/A | N/A |
Four-component view | All components unified | One at a time | N/A |
Cost basis | Normalized across custodians | Raw broker output | N/A |
Audit trail | Per-request logging | None | N/A |
How do I disconnect OpenClaw from Truthifi?
Remove the Truthifi MCP server entry from your OpenClaw config and restart. You can also revoke access directly from Tamarac: tamaracinc.com → Settings → Connected Apps for the advisor portal, or client.tamaracinc.com → Profile → Linked Apps for Advisor View clients. Revocation is immediate and does not affect your other AI connections.
Do I need a paid OpenClaw plan?
No. OpenClaw is open source and free. You do need a free Truthifi account to add Tamarac as an institution and authorize the MCP connection.
Where is my data stored?
OpenClaw does not persist your Tamarac data between sessions unless you explicitly configure it to. Data flows through the MCP connector to the active session and is not retained once the session ends — and because OpenClaw is self-hostable, you control where any logging or caching happens. Truthifi maintains a normalized cache for performance, but cannot read or share it without your scoped authorization.
How do I enable the OpenClaw connection with Truthifi?
In any new OpenClaw session: /mcp enable truthifi. The connector configuration persists across sessions once added to your config file.
Does this replace my financial advisor?
No. Truthifi delivers data; advisors deliver advice. OpenClaw can analyze the data your advisor manages through Tamarac, but it does not replace the planning, behavioral coaching, or fiduciary judgment a qualified advisor provides. For clients, OpenClaw is a way to come to advisor meetings better prepared — not a substitute for the meeting.
What is Truthifi?
Truthifi is an independent financial data platform that connects AI assistants — including OpenClaw, ChatGPT, Claude, Perplexity, and Grok — to your financial accounts through a secure MCP layer, which has read-only access to your accounts. We earn revenue through subscriptions only; we do not sell data, do not earn commissions, and do not sell financial products. Truthifi supports more than 18,000 US financial institutions plus the major wealth platforms, including Tamarac, Envestnet, Orion, Black Diamond, and Addepar.
Who can see my Tamarac data?
Only OpenClaw during an authorized session, and only within the scope you granted. When OpenClaw is paired with a self-hosted LLM, no commercial AI provider sees your data at any point. Truthifi staff cannot read your portfolio. Your Tamarac-affiliated advisor (where applicable) sees the same data they always have through their normal Tamarac access — Truthifi does not surface advisor-side reporting to other parties.
Subject to the OpenClaw project terms.
Can I connect both OpenClaw and ChatGPT to my Tamarac account?
Yes. Each AI connection through Truthifi is independent. Connecting OpenClaw does not expose your Tamarac data to ChatGPT, and vice versa. You control which households each AI can see, and you can revoke either connection at any time without affecting the other.
How does OpenClaw compare to a wealth platform's native AI?
Envestnet has invested in advisor-facing AI features within the Tamarac stack; Orion has Denali AI; Black Diamond and Addepar are building comparable offerings. Each of those is tightly coupled to its host platform's data and runs in the vendor's environment. OpenClaw through Truthifi is the opposite posture: open source, self-hostable, and able to pull Tamarac data alongside accounts at Fidelity, Schwab, Vanguard, and elsewhere. For firms whose compliance officers won't approve commercial LLM endpoints, OpenClaw is often the only viable AI integration path.
What types of accounts can I connect beyond Tamarac?
Truthifi supports over 18,000 US financial institutions plus the major wealth platforms — Envestnet, Tamarac, Orion, Black Diamond, Addepar — and crypto wallets where API access is available. OpenClaw can then analyze your Tamarac accounts alongside everything else for a true unified financial picture.
About the author
Scott Blandford is Founder & CEO of Truthifi, where he leads the company’s vision for transparent, AI-powered financial intelligence. Before founding Truthifi, Scott spent 25+ years in financial services, including senior roles at Fidelity Investments, Merrill Lynch, Bank of America, and TIAA, building the data infrastructure that institutions rely on to manage wealth at scale. He writes about the technology reshaping how people connect with and understand their financial lives.
Reviewed by Mike Young, Head of Product at Truthifi. Mike has 20+ years building digital investment platforms at Merrill Lynch, TIAA, JP Morgan, and Vanguard.
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⏱ 17 min read
Searching for "OpenClaw Tamarac"? You're in the right place. Tamarac is Envestnet's RIA-focused integrated platform — the operating system roughly 1,000 independent advisory firms run their practices on. Where Orion and Black Diamond serve overlapping niches, Tamarac differentiates by tightly coupling four components into a single advisor workflow: Tamarac Reporting for portfolio accounting and performance, Advisor View as the client-facing portal, Advisor CRM for relationship management, and Advisor Rebalancing for trade generation and drift control. Until now, getting "AI for Tamarac" meant exporting from each of those components separately, reconciling them in Excel, and hoping nothing changed before you finished asking your question.
By Scott Blandford, Founder & CEO of Truthifi | Reviewed by Mike Young
Truthifi changes that. With an OpenClaw Tamarac connection through Truthifi, OpenClaw can see your live Tamarac data, portfolio balances, household allocations, rebalancing candidates, and CRM context in one normalized view. Truthifi rebuilds historical data on connection — filling gaps, reconciling cost basis across custodians, and resolving ticker mismatches between Tamarac Reporting and the underlying brokers — so OpenClaw works with clean, normalized data from day one. All of this happens through Truthifi's secure MCP connector, which has read-only access to your accounts: it never sees your bank credentials and can't move money.
Because OpenClaw is open source and free to use, this pairing is particularly attractive to RIAs with strict data residency requirements, self-hosting compliance teams, and technically inclined end clients who want the AI side of their stack to run in environments they fully control.
What You Need
Tamarac Reporting / Advisor View / Advisor CRM / Advisor Rebalancing access at tamaracinc.com (advisor portal) or client.tamaracinc.com (client portal)
OpenClaw Open Source distribution (Free) with MCP client support enabled
Free Truthifi account at truthifi.com
Approximately 5 minutes for setup (plus OpenClaw install time if not already running)
Looking for ChatGPT or Claude? See chatgpt-tamarac and claude-tamarac
Comparing wealth platforms? See openclaw-envestnet and openclaw-orion
How to Connect OpenClaw to Your Tamarac Account
Ready to connect OpenClaw to your Tamarac stack? Here's how. The flow is the same whether you are an advisor logging in at tamaracinc.com or an end client logging in at client.tamaracinc.com — only the credentials differ.
Install or update OpenClaw — Pull the latest OpenClaw release and confirm MCP client support is enabled in your build. OpenClaw is open source and free; binaries are published for macOS, Linux, and Windows.
Sign in to Truthifi — Open truthifi.com and sign in. From your dashboard, click Add Institution and search for "Tamarac." Pick the advisor or client variant matching your role.
Authenticate at Tamarac — You'll be redirected to tamaracinc.com or client.tamaracinc.com. Sign in with your credentials and complete MFA. The aggregator (ByAllAccounts for the advisor path, Yodlee for the client portal) handles the handshake. Truthifi never sees your username or password.
Select households and components — Confirm which households, representative codes, and component scopes (Reporting, Advisor View, CRM, Rebalancing) OpenClaw can access. Selective scoping is supported at the household and entity level.
Connect OpenClaw — In your OpenClaw config file (typically
~/.openclaw/config.yaml), add an MCP server entry:name: truthifi, url: https://api.truthifi.com/mcp, auth: oauth. Restart OpenClaw and complete the OAuth flow in your browser when prompted.Verify — In a new OpenClaw session:
/mcp enable truthifi. Ask: "Summarize AUA across my Tamarac households, broken down by Advisor Rebalancing model, and flag any account with drift greater than 5% from target." A real answer with real numbers confirms the link is live.
The OpenClaw advantage on this path is compliance posture. For RIAs subject to strict data residency rules — or firms whose compliance officers won't approve commercial LLM endpoints — OpenClaw can be paired with a self-hosted Llama 3, Mistral, or Qwen model so that no portfolio data ever leaves infrastructure the firm controls. Truthifi's MCP layer, with read-only access to your accounts, is the boundary; everything past that point can run in your data center.
Example Prompts for OpenClaw
These prompts are tuned for the RIA workflow Tamarac is built around. OpenClaw's open-source posture and self-hosting flexibility make it especially well-suited to compliance-heavy use cases where every byte of context needs to stay inside firm-controlled infrastructure.
Household Review Memo (Self-Hosted) — "For the 'Bennett Family Trust' household in Tamarac Reporting, pull current allocation by asset class and account, flag any drift greater than 3% from the IPS target, summarize realized vs. unrealized gains YTD, and end with three discussion points. Run the entire analysis against my local LLM with no external calls."
Compliance-Safe Concentration Scan — "Across my Tamarac book, flag any household with concentration above 10% in any single position. Output as CSV my self-hosted compliance system can ingest. Use only local inference."
Local Model Fee Audit — "Calculate effective advisory fee weighted by AUA across my book through Tamarac. Break down by service tier. Output structured JSON suitable for downstream processing in my data warehouse."
Rebalancing Candidates From Advisor Rebalancing — "List every Tamarac-managed account where Advisor Rebalancing has flagged drift beyond tolerance bands. For each, calculate the estimated tax cost of the rebalance in taxable accounts. Output as a structured table."
Client Billing Reconciliation — "Compare Tamarac billing-system effective fees against the schedules documented in Advisor CRM for every household. Output every mismatch as a structured record I can route to my compliance queue."
Self-Hosted CRM Outreach List — "Cross-reference Advisor CRM next-action dates with Tamarac Reporting performance. Build a structured outreach list for every household with a 'review' or 'rebalance' action due in the next 30 days. Keep all analysis local."
Raw Schema Inspection — "List every field returned by the Tamarac component endpoints Truthifi exposes, with type, sample value, and observed cardinality. Output as JSON for our integration test suite."
Cash Drag Audit (Local) — "List every Tamarac account where uninvested cash exceeds 3% of household value for more than 30 days. Calculate opportunity cost at current high-yield rates and output as a JSON file."
Model Migration Plan — "I'm migrating households from the 'Core 60/40' Advisor Rebalancing model to a new 'Core 65/35' model. For every affected household, calculate per-account turnover, estimated tax cost in taxable accounts, and optimal sequencing. Output as JSON. Local model only."
Audit Log Export — "Pull the past 30 days of MCP requests Truthifi served to my OpenClaw client. Group by Tamarac component, scope, and household. Output as a structured audit log compliance can archive."
Why Truthifi?
5.1. Security
Your Tamarac username, password, and MFA tokens never touch Truthifi's servers. Authentication happens directly on tamaracinc.com or client.tamaracinc.com, creating a read-only connection secured with AES-256 encryption. OpenClaw receives only scoped data tokens, never your actual credentials. You maintain complete control and can revoke access anytime through your Tamarac connected-apps settings or through your Truthifi dashboard. The OpenClaw posture extends this: because the AI client itself is open source and self-hostable, the firm can audit every byte of code in the AI layer alongside Truthifi's connector logs.
5.2. Privacy
Your financial data stays under your complete control when using Truthifi. We never store login credentials from Tamarac or any financial institution. You decide which households, representative codes, and Tamarac components (Reporting, Advisor View, CRM, Rebalancing) OpenClaw can access. Data is never sold to third parties. The OpenClaw advantage is uniquely strong here: when paired with a self-hosted LLM, no commercial AI provider sees your Tamarac data at any point — the entire chain from Tamarac through Truthifi to model is yours.
5.3. Audit Trail
Every MCP data request is logged with full session details: which Tamarac component served the data, which scope was used, which households or accounts were touched, and what OpenClaw asked for. Advisors get an audit trail their compliance team can review during routine reviews and SEC examinations. End clients on the Advisor View path get a simple history of every time OpenClaw looked at their accounts. Because OpenClaw is open source, firms can also instrument the client side to keep a complete request-response log inside their own observability stack — a posture commercial AI clients rarely allow.
5.4. Data Quality
Tamarac Reporting is already a cleaner data source than most aggregators — performance is reconciled at the household level, and the four components share a common entity model. But Truthifi still normalizes the schema OpenClaw consumes so cost basis is reconciled across underlying custodians, ticker mismatches between Tamarac Reporting and external accounts are resolved, and historical gaps that Yodlee-side aggregation occasionally introduces are filled. The result: OpenClaw analyzes uniform Tamarac data whether the request originated from Reporting, Advisor View, CRM, or Rebalancing.
About OpenClaw
OpenClaw is the open-source AI client that gives technically inclined users a fully inspectable, self-hostable alternative to commercial AI assistants. Free to use, free to fork, and designed to work with any LLM backend — Llama 3, Mistral, Qwen, or a hosted commercial model when convenience matters more than independence — OpenClaw is the natural choice for RIAs and end clients who want every layer of the AI stack to be open and auditable.
Through MCP, OpenClaw connects to external data sources — your Tamarac stack among them — so analysis happens against real numbers instead of generic examples. The OpenClaw configuration is plain YAML; the source is on GitHub; the inference can run on a workstation, a homelab, or firm-owned servers. Once Truthifi is added as an MCP server, OpenClaw can pull live Tamarac data on demand across the four components — Reporting, Advisor View, CRM, and Rebalancing — entirely under your control.
About Tamarac
Tamarac is the RIA-focused integrated technology platform owned by Envestnet, which acquired Tamarac in 2012. Headquartered in Seattle, Washington, Tamarac was originally founded as an independent rebalancing software company and has grown into a unified platform combining four components — Tamarac Reporting (portfolio accounting and performance), Advisor View (the client-facing portal), Advisor CRM (relationship management), and Advisor Rebalancing (trade generation and drift control) — all under one login and one data model.
Tamarac competes directly with Orion Advisor Solutions and Advent's Black Diamond for the independent RIA market, and as part of the Envestnet platform stack, Tamarac is the path Envestnet brings to RIAs who want an Envestnet-tier capability set without buying into the full Envestnet | PMC turnkey asset management program. The four-component architecture is the defining feature: where competing platforms often require advisors to stitch together a CRM, a rebalancer, a reporting engine, and a portal from different vendors, Tamarac ships them as one stack. As of 2026, Tamarac is used by roughly 1,000 RIA firms across hundreds of billions in AUM.
Tamarac website → · Tamarac advisor portal → · your Tamarac Advisor View login URL (provided by your firm)
Frequently Asked Questions
Is it safe to connect my Tamarac account through Truthifi?
Authentication happens directly on Tamarac's domains — tamaracinc.com for the advisor portal, client.tamaracinc.com for the client portal. Your username and password never pass through Truthifi or OpenClaw. The resulting access token is read-only and protocol-enforced; OpenClaw cannot place trades, move money, change billing schedules, modify rebalancing models, or alter CRM records. Every data request is logged. Complete security details at https://truthifi.com/security.
What does Truthifi allow with my Tamarac data — and what does it block?
Allowed: reading household and account-level positions, performance, transactions, billing data, model assignments, CRM context where authorized, and Advisor View activity. Blocked: trading, money movement, fee schedule changes, advisor-of-record changes, billing-run triggering, rebalancing model edits, CRM writes, and any write operation against the Tamarac platform. The read-only architecture isby ByAllAccounts and Yodlee — it is not a setting you or OpenClaw can override.
Can advisors and clients both connect to the same Tamarac data?
Yes. The advisor-side connection (through a data aggregation service) and the client-side Advisor View connection (through a data aggregation service) are independent. An advisor can connect through the advisor portal and analyze a household; the same household's primary contact can separately connect through Advisor View and analyze it from the client side. The two connections do not share scopes, and neither side can see what the other has authorized.
What Tamarac account types and components does Truthifi support?
Across the advisor and client paths, Truthifi supports investment accounts (taxable, IRA, Roth, SEP, 401(k) rollover), trust accounts, advisor-managed model portfolios, the corresponding billing and performance data, and the CRM context where the firm has enabled it. All four Tamarac components are supported: Reporting, Advisor View, CRM, and Rebalancing.
How does Truthifi compare to other options?
Feature | Truthifi + OpenClaw | Manual CSV Export | No Connection |
|---|---|---|---|
Live Tamarac data | Live at query time | Stale within minutes | Not available |
Read-only access | Yes | Full account needed | N/A |
Credential storage | Never stored | Stored by tool | N/A |
Self-hostable AI | Yes (open source) | N/A | N/A |
Four-component view | All components unified | One at a time | N/A |
Cost basis | Normalized across custodians | Raw broker output | N/A |
Audit trail | Per-request logging | None | N/A |
How do I disconnect OpenClaw from Truthifi?
Remove the Truthifi MCP server entry from your OpenClaw config and restart. You can also revoke access directly from Tamarac: tamaracinc.com → Settings → Connected Apps for the advisor portal, or client.tamaracinc.com → Profile → Linked Apps for Advisor View clients. Revocation is immediate and does not affect your other AI connections.
Do I need a paid OpenClaw plan?
No. OpenClaw is open source and free. You do need a free Truthifi account to add Tamarac as an institution and authorize the MCP connection.
Where is my data stored?
OpenClaw does not persist your Tamarac data between sessions unless you explicitly configure it to. Data flows through the MCP connector to the active session and is not retained once the session ends — and because OpenClaw is self-hostable, you control where any logging or caching happens. Truthifi maintains a normalized cache for performance, but cannot read or share it without your scoped authorization.
How do I enable the OpenClaw connection with Truthifi?
In any new OpenClaw session: /mcp enable truthifi. The connector configuration persists across sessions once added to your config file.
Does this replace my financial advisor?
No. Truthifi delivers data; advisors deliver advice. OpenClaw can analyze the data your advisor manages through Tamarac, but it does not replace the planning, behavioral coaching, or fiduciary judgment a qualified advisor provides. For clients, OpenClaw is a way to come to advisor meetings better prepared — not a substitute for the meeting.
What is Truthifi?
Truthifi is an independent financial data platform that connects AI assistants — including OpenClaw, ChatGPT, Claude, Perplexity, and Grok — to your financial accounts through a secure MCP layer, which has read-only access to your accounts. We earn revenue through subscriptions only; we do not sell data, do not earn commissions, and do not sell financial products. Truthifi supports more than 18,000 US financial institutions plus the major wealth platforms, including Tamarac, Envestnet, Orion, Black Diamond, and Addepar.
Who can see my Tamarac data?
Only OpenClaw during an authorized session, and only within the scope you granted. When OpenClaw is paired with a self-hosted LLM, no commercial AI provider sees your data at any point. Truthifi staff cannot read your portfolio. Your Tamarac-affiliated advisor (where applicable) sees the same data they always have through their normal Tamarac access — Truthifi does not surface advisor-side reporting to other parties.
Subject to the OpenClaw project terms.
Can I connect both OpenClaw and ChatGPT to my Tamarac account?
Yes. Each AI connection through Truthifi is independent. Connecting OpenClaw does not expose your Tamarac data to ChatGPT, and vice versa. You control which households each AI can see, and you can revoke either connection at any time without affecting the other.
How does OpenClaw compare to a wealth platform's native AI?
Envestnet has invested in advisor-facing AI features within the Tamarac stack; Orion has Denali AI; Black Diamond and Addepar are building comparable offerings. Each of those is tightly coupled to its host platform's data and runs in the vendor's environment. OpenClaw through Truthifi is the opposite posture: open source, self-hostable, and able to pull Tamarac data alongside accounts at Fidelity, Schwab, Vanguard, and elsewhere. For firms whose compliance officers won't approve commercial LLM endpoints, OpenClaw is often the only viable AI integration path.
What types of accounts can I connect beyond Tamarac?
Truthifi supports over 18,000 US financial institutions plus the major wealth platforms — Envestnet, Tamarac, Orion, Black Diamond, Addepar — and crypto wallets where API access is available. OpenClaw can then analyze your Tamarac accounts alongside everything else for a true unified financial picture.
About the author
Scott Blandford is Founder & CEO of Truthifi, where he leads the company’s vision for transparent, AI-powered financial intelligence. Before founding Truthifi, Scott spent 25+ years in financial services, including senior roles at Fidelity Investments, Merrill Lynch, Bank of America, and TIAA, building the data infrastructure that institutions rely on to manage wealth at scale. He writes about the technology reshaping how people connect with and understand their financial lives.
Reviewed by Mike Young, Head of Product at Truthifi. Mike has 20+ years building digital investment platforms at Merrill Lynch, TIAA, JP Morgan, and Vanguard.
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Disclaimer: This article is for educational purposes only and does not constitute financial, tax, or legal advice. It should not be construed as a personalized recommendation regarding any investment, financial advisor, or financial product. All calculations use hypothetical scenarios and historical return assumptions; actual results will vary. Past performance does not guarantee future results. Consult a qualified financial professional for guidance specific to your situation. Truthifi is an investment monitoring platform — not a financial advisor, broker-dealer, or tax professional. Truthifi does not manage assets, recommend investments, sell financial products, or provide personalized financial advice. Truthifi earns no revenue from advisor referrals, product commissions, or AUM fees. Statistics and data cited reflect publicly available sources current as of the article's publication date. Sources are linked throughout.
Disclaimer: This article is for educational purposes only and does not constitute financial, tax, or legal advice. It should not be construed as a personalized recommendation regarding any investment, financial advisor, or financial product. All calculations use hypothetical scenarios and historical return assumptions; actual results will vary. Past performance does not guarantee future results. Consult a qualified financial professional for guidance specific to your situation. Truthifi is an investment monitoring platform — not a financial advisor, broker-dealer, or tax professional. Truthifi does not manage assets, recommend investments, sell financial products, or provide personalized financial advice. Truthifi earns no revenue from advisor referrals, product commissions, or AUM fees. Statistics and data cited reflect publicly available sources current as of the article's publication date. Sources are linked throughout.
Disclaimer: This article is for educational purposes only and does not constitute financial, tax, or legal advice. It should not be construed as a personalized recommendation regarding any investment, financial advisor, or financial product. All calculations use hypothetical scenarios and historical return assumptions; actual results will vary. Past performance does not guarantee future results. Consult a qualified financial professional for guidance specific to your situation. Truthifi is an investment monitoring platform — not a financial advisor, broker-dealer, or tax professional. Truthifi does not manage assets, recommend investments, sell financial products, or provide personalized financial advice. Truthifi earns no revenue from advisor referrals, product commissions, or AUM fees. Statistics and data cited reflect publicly available sources current as of the article's publication date. Sources are linked throughout.
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