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|Envestnet | Tamarac Introduces Integration with RightCapital|
"As an open platform, Tamarac is always looking for ways to offer advisors the flexibility and support they need to automate their business processes through meaningful integrations," said
RightCapital's financial and tax planning software helps advisors create robust retirement plans using advanced
"We are very excited about our integration with Tamarac, an industry leading performance reporting and portfolio management system." said
Tamarac's comprehensive technology platform combines award-winning1 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 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
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