Envestnet | Tamarac to Support Merrill Private Wealth Management Advisors With Tamarac Reporting®
"We're excited about the opportunity to provide these services to Merrill," said
In addition to aggregated performance reporting, Merrill private wealth advisors will benefit from powerful portfolio analysis, a range of interactive reports on performance metrics, and a customizable dashboard that includes information held at other financial institutions if the client prefers. Tamarac and Merrill have begun onboarding and setting up servicing for an initial group of up to 1,000 Merrill Private Wealth Management clients.
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.
More than 96,000 advisors and more than 3,800 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
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