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Finance · Okta coverage

Tamarac and Okta: SSO, SCIM and offboarding

Portfolio rebalancing, reporting and CRM suite for registered investment advisors. No SCIM provisioning found.

SCIM pricing for every app →

What Okta covers for Tamarac, and what StitchOps adds.

Okta signs users in and manages accounts where the app supports it in the Okta Integration Network. StitchOps covers the rest of the Tamarac account lifecycle.

In the OIN with SAML or OIDC sign in only. No provisioning.

StitchOps covers 6 of 8 capabilities for Tamarac.

  • Single sign on

    Okta, from the OIN

    SAML or OIDC from the OIN listing.

    StitchOps

    Not needed.

  • Shared accounts and MFA

    Okta, from the OIN

    Not part of the OIN listing.

    StitchOps

    Shares Tamarac logins and their MFA across a team, with credentials kept in your vault.

  • Joiners

    Okta, from the OIN

    No account creation in the OIN.

    StitchOps

    Creates the Tamarac account with the right role on day one, anywhere a person can log in and act.

  • Movers

    Okta, from the OIN

    No account updates in the OIN.

    StitchOps

    Changes Tamarac roles and access when someone changes jobs, anywhere a person can log in and act.

  • Leavers

    Okta, from the OIN

    No deprovisioning in the OIN.

    StitchOps

    Removes Tamarac access the day someone leaves, anywhere a person can log in and act, and saves evidence of the removal.

  • Password rotation

    Okta, from the OIN

    Not needed for users who sign in with SAML or OIDC.

    StitchOps

    Rotates shared admin logins in Tamarac on a schedule or after an offboarding.

  • Access reviews

    Okta, from the OIN

    No connector to read or remove Tamarac accounts.

    StitchOps

    Pulls the Tamarac user list on a schedule, compares it to your directory, and removes what you approve.

  • Audit evidence

    Okta, from the OIN

    Nothing logged inside Tamarac.

    StitchOps

    Step level evidence for every action StitchOps takes in Tamarac.

Okta coverage from the Okta Integration Network, read October 10, 2026. Envestnet Tamarac on okta.com StitchOps for Okta →

SCIM and API tax

What Tamarac charges to automate accounts.

We found no SCIM provisioning for Tamarac: the Okta Integration Network lists no provisioning for it, and Tamarac does not publish SCIM support. Ask the vendor before you count on it.

Pricing notes

Added for the financial services app catalog from vendor research (high confidence, vendor Envestnet). No SCIM found: no provisioning in the Okta Integration Network as of 2026 to 10 to 10 and no published SCIM support (rule set by Kyle 2026 to 10 to 10).

Last verified 2026-10-10 (estimate). SCIM pricing for every app · Method

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Expected scenario, list prices, SSO required, default department shares.

Automate Tamarac accounts on the plan you have.

StitchOps carries what your identity provider decides into the app, through an API when one exists, and anywhere a person can log in and act when one does not.

Joiners

Create the Tamarac account with the right role when your HR system or identity provider says someone starts.

Movers

Change Tamarac roles, teams and access when someone changes department or manager.

Leavers

Remove Tamarac access the same day someone leaves, and free the seat.

Access checks

List who can log in to Tamarac on a schedule, with evidence for the audit.

Common questions.

Does Tamarac support SCIM?

Not that we found. The Okta Integration Network lists no provisioning for Tamarac, and Tamarac does not publish SCIM support, so accounts are created and removed by hand or by a tool that works in Tamarac the way an admin would.

Can Tamarac accounts be automated without upgrading?

Yes. StitchOps creates, changes and removes Tamarac accounts on the plan you already have, triggered by the events your identity provider already sends. It uses an API when one exists and works anywhere a person can log in and act when one does not.

Is Tamarac in the Okta Integration Network?

Yes. As of October 10, 2026, the OIN lists Envestnet Tamarac with SAML sign in and no provisioning.

Can Okta deprovision Tamarac users?

Not through an OIN connector. StitchOps removes Tamarac accounts the day someone leaves, anywhere a person can log in and act, and saves evidence of each removal.

Last updated . Product names are trademarks of their respective owners. StitchOps is not affiliated with or endorsed by them.

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