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CRM
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Things happen. Plans change. Join us for a new Advisor Summit where you can control your experience.
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Join us to learn how the current COVID-19 crisis is changing RIA attitudes toward digitalization from a nice-to-have, competitive advantage to an absolute competitive requirement. We will share RIAs’ perspectives on client-facing digital solutions, some of the biggest challenges in digitizing their businesses and best practices toward digital transformation.

Together, we’ll uncover high-power ideas to: You’ll walk away with an action plan for implementing a digital strategy designed to enhance the value of the face-to-face advice between you and your clients. See how COVID-19 is making digitalization a top priority for RIAs.

蚂蚁vp加速器官网下载 Julie Williams, SVP of RIA Sales, Envestnet | Tamarac
Guest Speaker: Dennis Gallant, Senior Analyst, Aite Group

Dennis Gallant is a senior analyst for Aite Group’s Wealth Management practice focused on advisor investment/annuity/product distribution and wholesaling, advisory services/managed accounts, financial planning and advice delivery, retirement income, advisor recruitment and retention, annuity and asset management product development, and advisor practice management. He has covered the financial advisor market for over 20 years and has specific expertise regarding independent advisors, including registered investment advisors (RIAs) and independent and insurance-affiliated broker-dealers.

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Envestnet Recognized as a
WealthTech Market Leader in the 2023 T3/Inside Information Survey
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COVID-19: Weekly Client Update

View the latest update from Bill Crager on the steps that Envestnet is taking to ensure the continuity of our service and the health and safety of our amazing staff who delivers it.
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Contact Us
866.525.8811
sales@tamaracinc.com
Personal Demo
Average length: 1 hour
Let us walk you through a personal demonstration of Tamarac.
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Open Platform

Tamarac is an open platform with a large and growing list of supported integration partners — providing your firm with the flexibility and support you need to automate more of your business.
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Give your firm the tools you need to better engage your clients and demonstrate the value your firm provides with Tamarac’s client portal, interactive reporting, customizable PDF reports, document vault, budgeting tools, mobile app, and integrated financial planning.

Cutting Edge Technology

Tamarac was founded in 2000 as a Software as a Service (SaaS) company with an emphasis on service. Tamarac’s focus on innovation and best-in-breed technology allows us to incorporate user feedback and add significant enhancements to our platform; ongoing field testing keeps us ahead of an ever-changing industry. These enhancements help ensure that your firm is always using the most cutting edge reporting, portfolio management, and client engagement technology.

Automate More Workflows

Thanks to Tamarac’s growing capabilities and centralized data, your firm has the flexibility and power to create end-to-end workflows to automate your business processes across a unified platform.

Data Quality

As a pioneer in portfolio rebalancing software, we understand the importance of data quality and the impact it has on trading and reporting. Tamarac provides powerful data aggregation, trade reconciliation, analytics, and business intelligence reporting.
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Scalability

Tamarac supports RIAs ranging in size from $50 million to $50 billion in assets under management. With Tamarac, you can trade and report on hundreds of thousands of accounts quickly and with confidence. Tamarac is a partner that can support the growth of your firm for generations to come.
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As part of Envestnet, Tamarac’s platform and data security is second to none. Tamarac uses world-class data centers that are SAS 70 II and SSAE-16 Type II compliant with full redundancy and disaster recovery to ensure your data is secure and our software is always accessible. Tamarac also offers dual-factor authentication to provide you and your clients with peace of mind.
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866.525.8811
sales@tamaracinc.com
Personal Demo
Average length: 1 hour
Let us walk you through a personal demonstration of Tamarac.
Request a Demo

What We Do

Tamarac Platform Tamarac Reporting Tamarac Trading Tamarac CRM Tamarac PortfolioCenter Cloud Tamarac Services Integrations Support

Why Tamarac

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