RIAs understand the importance of simple and accessible portfolio performance reporting, because that’s what their clients demand. No longer do a standard set of cookie-cutter performance reports fit the needs of today’s sophisticated investors. That’s why successful advisors turn to Envestnet | Tamarac® for the most cutting-edge reporting solution that can make the difference.

With our award-winning reporting capabilities, Tamarac Reporting® helps you focus on what matters the most to your clients. For performance, holdings, transactions, composites, and business intelligence reporting, we provide the flexibility to customize data to meet your specific needs. And as a leader in data quality, you can feel confident in knowing we stand behind the numbers, because our client data is audited on a daily basis.

Here are three reasons why leading RIAs choose Tamarac Reporting:

1. Provides easy access to data with a customizable dashboard

Data is only useful if it’s easy to access, understand, and respond to. We make your life easier by giving you the ability to design and customize your dashboard with the data you need. Do you want to instantly see a snapshot of your full book of business to identify areas that need your focus? With our advanced reporting capabilities, you see exactly what you need—when you need it.

2. Saves time and effort in the creation of tailored reports

We deliver a broad range of interactive and customizable reports on everything from transactional information to holdings, account performance, asset allocation, and capital flows. Easily edit and design tailored reports that meet your clients’ needs and share them on a schedule that works for you.

3. Strengthens your firm’s brand

Because we provide you with the ability to easily build, edit, customize, and brand PDF reports, you can strengthen your firm’s brand and further engage your clients. And whenever needed, automatically generate and deliver custom reports electronically to your clients’ document vaults for secure access through their portal—all just one click away.

Learn More

Learn how our powerful reporting solution can help you deliver the customized performance data your clients need. Visit www.tamaracinc.com or give us a call at 866-525-8811.

Written by Chris Amstrup

As Vice President of Tamarac Reporting, Chris is responsible for all aspects of implementation and service for Tamarac Reporting. Chris has established a well-founded understanding of data quality and client service, which he has refined over his eight years at Envestnet | Tamarac.