Envestnet | Tamarac to Provide Tamarac Reporting® and Trading® Technology to Rockbridge Investment Management
"We are delighted to partner with
Rockbridge advisors will have access to Tamarac's aggregated performance reporting features, building upon advisors' capabilities to see a holistic view of their clients' accounts. Tamarac Trading will bring a more seamless experience for advisors to free up time to strengthen client relationships and grow their businesses.
"We are really excited about the value Tamarac will bring to our business as we seek to grow and serve more families," said
Buckhout added that Rockbridge views Tamarac's performance metric software as another important feature, as the firm's goal is to spend more time with clients and less time on back-end processes. The new technology is seen as a way to accomplish that goal, as well as a means to monitor the firm's progress.
Rockbridge advisors are managing more than
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. Envestnet | Tamarac provides portfolio management, reporting, trading, rebalancing and client portal solutions for registered independent advisors ("RIAs"). Envestnet | MoneyGuide provides goals-based financial planning applications. Envestnet Data & Analytics enables innovation and insights through its Envestnet | Yodlee data aggregation platform.
More than 99,000 advisors and more than 4,100 companies including: 17 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers and hundreds of internet services companies leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences and help drive better outcomes for enterprises, advisors and their clients.
For more information on Envestnet, please visit www.envestnet.com and follow us on Twitter @ENVintel. For more information on Tamarac, please visit www.tamaracinc.com and follow us on Twitter @ENVTamarac
Rockbridge provides comprehensive financial planning and investment management services. We believe that our fee-only approach matters! It means that our clients are our sole source of compensation, with no third-party providers distracting us from providing unparalleled, no-nonsense advice.
Rockbridge serves the academic and medical communities, as well as business owners and other professionals. We believe our collaborative team approach to client care makes us an ideal fit for families seeking to align their assets with their most meaningful life goals.
How may we be of service to you?
For more information about Rockbridge, please visit www.rockbridgeinvest.com or give us a call at (315) 671-0588.
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