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|Envestnet | Tamarac Deepens eMoney Advisor Integration and Streamlines Online Access for Investor Clients|
"As advisors and their clients are shifting their conversations from strictly performance to holistic financial planning, integrations that provide contextual linking help enable these important discussions," said
This new functionality, which will be available as part of Tamarac's upcoming technology release, offers a streamlined experience for advisors and investors alike. The single sign-on capability extends to each platform's client portal, so investors can easily view their account information and contact their advisor with questions. It builds upon the initial integration between
"At eMoney, we constantly ask our clients for feedback to understand what types of products, features and integrations would make the most impact on their businesses. An enhanced integration with Tamarac was high up on their list of requests," said
Tamarac's comprehensive technology platform combines award-winning portfolio management, reporting, billing, rebalancing and trading functionality with an engaging client portal and RIA specific CRM. Leveraging its broad range of capabilities, Tamarac provides the flexibility to create end-to-end workflows, from client onboarding through quarter-end, that match the unique business processes of each independent advisory firm.
More information about the eMoney Advisor Summit is available at: http://info.emoneyadvisor.com/summit-2017 and through the event hashtag #eMoneySummit17.
About eMoney Advisor
More than 57,000 advisors and 2,900 companies including: 16 of the 20 largest U.S. banks, 39 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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