Envestnet | Tamarac® Provides Ongoing Platform Support and Upgrade Options for PortfolioCenter® Users as Part of Acquisition
PortfolioCenter users can add Tamarac Reporting for up to two years at no additional cost with as little as a three-year contract for firms who choose to add the award-winning platform to their technology stack. Tamarac Reporting gives firms the tools to significantly enhance their offering through portfolio management, reporting, billing, client portal, and more, all while retaining complete control over their PortfolioCenter database.
"We look forward to supporting all PortfolioCenter users who want to continue using their trusted PortfolioCenter data, as well as those looking to enhance the services they provide by using Tamarac's platform to provide a holistic view of financial wellness," said
"As a firm, it is always our primary goal to provide an exceptional experience to our clients and we have long relied on PortfolioCenter to support our work in building investment portfolios for the families we serve," said
Any firm currently using PortfolioCenter that is not a Tamarac client is invited to learn more about Tamarac's comprehensive technology solution at this year's Envestnet Advisor Summit® free of charge. This year's summit is taking place at the
Tamarac is also excited to announce that 100% of the PortfolioCenter support team members asked to transition to Tamarac have done so, ensuring users retain the same quality of support to which they are accustomed. Firms choosing to leverage both Tamarac and PortfolioCenter, will have access to Tamarac's new joint dedicated support teams providing expert insight, and an enhanced customer support experience.
With the close of the acquisition Tamarac is now able to proactively reach out to PortfolioCenter firms to discuss their options in greater detail. Additionally, PortfolioCenter users interested in speaking with a Tamarac representative about promotions for upgrading to the Tamarac platform can also reach out to the company by calling 877.399.0727 or visiting www.tamaracinc.com/noconversion.
Envestnet Wealth Solutions enables enterprises and advisors to better manage client outcomes and strengthen their practices through its leading Wealth Management Operating System and advanced portfolio solutions.
More than 3,500 enterprises and over 96,000 advisors including: 15 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisors, and hundreds of Internet services companies leverage
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