Start the conversation
Sign In
CHICAGO, IL – June 7, 2018
Press Release

Envestnet | Tamarac Introduces Enhanced Business Intelligence Reports

Flexible Reporting Provides RIAs with Actionable Insights on Client Preferences and the Health of their Business
Envestnet | Tamarac (www.tamaracinc.com) enhanced its Business Intelligence reports to enable advisors to gain better insight into their clients and the performance of their firm. The new reports allow Registered Investment Advisors (RIAs) to generate dynamic reports on client preferences and revenue trends, including benchmarking their performance against more than 900 hundred firms using the award-winning Tamarac platform.

“Better intelligence leads to better outcomes for both advisors and their clients,” said Stuart DePina, president of Envestnet | Tamarac. “RIAs are looking for more actionable insights that enable them to deepen client relationships and better understand their revenue flows. Our client-centered intelligence allows firms to avoid unsupported assumptions and implement best practices that can bridge gaps with their competitors.”

Tamarac business intelligence reports include:

Envestnet | Tamarac will frequently update and add to the Business Intelligence reports during 2018 based on ongoing feedback from RIAs.
More Press Releases Schedule a Demo

About Envestnet

Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.

Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides retirement advisors with an integrated platform that combines leading practice management technology, research and due diligence, data aggregation, compliance tools, fiduciary solutions and intelligent managed account solutions.

More than 59,000 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 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 about Envestnet | Tamarac, please visit www.tamaracinc.com and follow @TamaracInc.
Copyright Envestnet | Tamarac All rights reserved.
www.tamaracinc.com is digitally verified by Starfield Secure Certification Authority.
Tamarac Trading
Sign In
Tamarac Reporting
Sign In