Start the conversation
Sign In
CHICAGO, IL – May 15, 2018
Press Release

Envestnet | Tamarac Takes Client Engagement to the Next Level

Announces aggressive product roadmap to enhance its award-winning client portal and empower advisors with new client engagement tools
Envestnet | Tamarac (www.tamaracinc.com) announced an aggressive enhancement schedule of new digital features to its award-winning client portal that will fundamentally change and enhance how advisors interact and communicate with their clients.

These new client-portal capabilities are scheduled to be deployed over the course of 2018 and will enable Registered Investment Advisors (RIAs) to highly customize the online and mobile experience for their various client types. For example, advisors can offer a more digitized version for Millennials and HENRYs (high earners, not rich yet), while also providing a more high-tech/high-touch approach for ultra-high-net-worth clients.

“Empowering RIAs with the most advanced client portal capabilities to dramatically enhance how they engage their clients and differentiate their firm is a top priority for Tamarac,” said Stuart DePina, President, Envestnet | Tamarac. “Our RIA clients represent over $1 trillion in collective assets under management, and over 90% of them use our portal to interact with their clients and demonstrate the value they provide.”

The new features include:
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 88,000 advisors and 3,500 companies including: 15 of the 20 largest U.S. banks, 43 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