As Registered Investment Advisors (RIAs) plan for the coming year, many are seeking integrated tech solutions to support the growth of their business. At Envestnet | Tamarac, our financial ecosystem is fueled by the integrated technology, solutions, and intelligence you need to help clients meet current financial obligations and long-term future goals. It’s what we call The Intelligent Financial Life™.
Integrate Planning with Reporting for a Holistic View
In conversations with RIAs, most are looking to deepen client engagements. When your clients can see a complete picture of their wealth while working with you on the creation of a financial plan, the result can help to make financial wellness a reality.
Through the powerful combination of Envestnet | Tamarac Reporting and Envestnet | MoneyGuide, you can better serve your clients with a more integrated and seamless experience. Take a closer look:
The Envestnet | Tamarac Platform focuses on helping you manage your day-to-day business operations, supporting you with core performance reporting, portfolio management, trading, and CRM.
As the central location for client assets, Tamarac Reporting provides you with interactive and up-to-date data, accessible from anywhere. It delivers a range of interactive and customizable reports on everything from transactional information to holdings, account performance, asset allocation, capital flows, and much more.
The Envestnet | MoneyGuide suite focuses exclusively on helping you use financial planning to more effectively motivate clients to create, implement and maintain an investment strategy that best meets their lifetime financial goals. A comprehensive planning platform that grows with your practice, our planning experiences include:
- Micro Planning: an online financial planning tool that makes prospecting easier and breaks up key topics into easy-to-understand, bite-sized modules.
- Retirement Distribution: visually illustrate retirement distribution, tax planning and lifetime protection strategies, and the benefits and trade-off of annuities.
- Estate & Legacy Planning: interactively model advanced estate planning strategies, address client cashflow questions, and model dynamic net worth over time.
Client Portal: Integrating reporting and planning for a comprehensive financial picture
Our new Envestnet | Tamarac Client Portal brings together every aspect of your clients’ financial life in a unified experience. It’s a one-stop-shop where clients can dig into investment account performance, review financial goals, view a high-level summary of their monthly spending and transactions, create detailed budgets, and more.
As part of our new Client Portal experience, we’re upgrading our mobile app, continuing to deepen the MoneyGuide integration, and more. Here’s a closer look at our new Client Portal experience and the value it offers to RIAs:
Watch a replay from our recent webinar, “Experience the New Client Portal with Envestnet | Tamarac and MoneyGuide,” to discover the latest enhancements to the Tamarac Client Portal. Stay tuned for upcoming webinars showcasing our new Tamarac Client Portal and exciting plans for future upgrades and interactive tools.
Learn More
Learn more about how our integrated technology solutions can help you enhance the services you provide to your clients. For more details on our integrated offerings, visit www.tamaracinc.com or give us a call at 866-525-8811.
