Tamarac Unified Managed Accounts

This integration combines Envestnet | Tamarac trading/reporting and Envestnet managed account and research portal via SSO, allowing Tamarac advisors to realize the benefits of individual security ownership through index replication and overlay. Going forward we’ll incorporate managed accounts in Tamarac models, creating models in based off of rebalancing actions in Tamarac and enabling UMA Groups for Rebalancing. Additionally, full proposal integration is planned, syncing accounts and holdings from Tamarac to the proposal tool to be included in a proposal and sync a model from Tamarac to be included in a proposal.