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|Envestnet | Tamarac Launches a New Version of Its Comprehensive RIA Platform|
"Our priority over the past 18 months has been to create a platform that makes it easier for advisors to position themselves for success," said
Tamarac will feature a complete overhaul of Advisor Rebalancing®, the industry's leading portfolio rebalancing and trading application, which has been rewritten from the ground up to be fully integrated with the award-winning Advisor View™ portfolio management and performance reporting application to create a seamless user experience. These applications, now known as Tamarac Trading® and Tamarac Reporting®, are combined in a single, intuitive software interface. With a single point of entry for all data and a simplified account opening and group management process, advisors will be able to better customize client reports and communications, reduce the time it takes complete transactions and tasks, and respond more quickly to client needs.
Tamarac CRM®, the client relationship management system designed specifically for independent advisors and built on the
Tamarac will also include:
As a modular platform, Tamarac allows RIAs to license the specific software they need for reporting, trading and CRM, with the option to add components as their firms look to automate more of their business. Tamarac is also an open platform, with a large and growing list of supported integration partners – giving advisors the flexibility to build a technology network that supports their particular needs.
"Never has it been more critical for advisors to stay connected with clients and anticipate their needs," DePina said. "Tamarac helps advisors develop plans and recommendations driven by data and their own expertise, so clients feel more confident about their portfolios and advisors drive better outcomes for their businesses."
"Tamarac has been built to help advisors work faster and smarter so they can spend more time doing what they do best – helping their clients envision their financial future and chart a course to achieve their goals," DePina said. "Whether it's through a face-to-face meeting or correspondence through our client portal, advisors know they are adding value to their client relationships with each touch point."
More than 59,000 advisors and 2,900 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 Advisors, and hundreds of Internet services companies, leverage
For more information about
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