Chicago, IL – October 22, 2014Press Release
Envestnet | Tamarac Introduces Integration with eMoney Advisor
View a Live Demonstration of Tamarac's New Client Portal at eMoney's Advisor SummitCHICAGO, IL – September 22, 2016 – Envestnet | Tamarac has announced an integration with eMoney Advisor ("eMoney"), a leading provider of advanced wealth-planning solutions for financial advisors. Financial advisors that utilize both Tamarac and eMoney can now view regularly updated account data from Tamarac within the eMoney platform, and import that data into reports and financial plans created in eMoney.
This is the latest step we have taken to provide advisors with the partner integrations and financial planning tools they need to demonstrate more value for clients through holistic wealth management," said Stuart DePina, Group President of Envestnet | Tamarac. "We will continue to work with eMoney and our other financial planning partners to seamlessly deliver data to and from the Tamarac system, which will further bring together account management and financial planning for advisors."
As part of the integration, account information, holdings and transactions from Envestnet | Tamarac can be pulled on a daily basis directly from Advisor View, the portfolio management and performance reporting component of the Advisor Xi Suite, into eMoney's emX wealth management platform using Tamarac's open API. The data is incorporated into reports and financial plans in eMoney.
"Joining forces with Tamarac will help our mutual advisors further enhance the wealth management experience for their clients," said Ed O'Brien, CEO of eMoney Advisor. "A holistic perspective of clients' accounts and wealth is essential for creating collaborative client relationships, and we will work with Envestnet | Tamarac to establish deeper connections through our technology systems."
Envestnet | Tamarac will have a booth at the eMoney Advisor Summit from September 21-23, 2016 at the Ritz-Carlton Laguna Niguel in Dana Point, CA. In addition to offering onsite demonstrations of the Advisor Xi integrated technology suite for independent RIAs, Tamarac representatives will lead a partner breakout session on September 22 at 2:00 p.m. The session, "Engage Your Clients and Appeal to the Next Generation of Investors with the Tamarac Advisor Xi Suite," will be held in the Ritz-Carlton Laguna Niguel's Plaza Room.
More information about the eMoney Advisor Summit is available at: http://info.emoneyadvisor.com/emoney-advisor-summit-2016 and through the event hashtag #eMoneySummit16. More Press Releases Schedule a Demo