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|Envestnet | Tamarac Takes Top Honors at Family Wealth Report Awards for Best Portfolio Management Application|
"We are very pleased to be honored for our focus on outstanding portfolio management and the caliber of the Advisor View application," said
Advisor View offers RIAs portfolio analysis, personal dashboards, customizable PDF reports, and powerful billing capabilities. The client portal engages clients with custom, dynamic reports, account aggregation, personal financial management tools and a secure platform for communication. The award reflects the many enhancements
This Family Wealth Report Award is reflective of the success of the Advisor Xi platform overall, with its main components truly consisting of best-in-class applications.
"The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants' submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature," said
Presented annually, the Family Wealth Report Awards recognize companies, teams and individuals from the global private banking, wealth management and advisor communities that have demonstrated innovation and excellence during the previous calendar year. An expert panel of judges is drawn from both private banks and trusted advisors/consultants to the sector. The 2017 Family Wealth Report Award for portfolio management was presented to
More than 54,000 advisors and 2,500 companies including: 16 of the 20 largest U.S. banks, 38 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage
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