At Envestnet | Tamarac®, we proudly partner with best-in-class industry leaders to support your ever-changing business needs. In our blog series “Partner Power,” we acknowledge the immense value our partners provide. Here we highlight another outstanding partner relationship that continues to expand and offer you a more unified advice platform.

A Leader in Financial Planning: Envestnet | MoneyGuide

With growing client demand for financial planning services, our collaboration with MoneyGuide has been a huge win for thousands of advisors, helping you drive higher productivity and better client outcomes. Through the integration with the Tamarac platform, you can transform your clients’ view of their financial future.

Since the launch of our collaboration with MoneyGuide in 2019, our integration has gained traction, providing you with a more seamless experience through:

  • One-click import of financial accounts and assets & liabilities
    Inclusion of financial plan summary in the client portal
  • Single sign-on to MoneyGuide
  • Client access to PlayZone®
  • Financial plan document directly added to Tamarac Document Vault

The Latest Enhancements: 5 New Blocks

As part of the latest integration enhancements, five new blocks have been added to the MyBlocks™ client-engagement tool, giving you the ability to create an immersive digital experience as you work to help clients improve financial wellness.

MyBlocks facilitates planning and awareness through an interactive, client-facing interface where key topics such as social security and retirement compatibility are broken up into bite-size “blocks.” With the integration of five Yodlee FinApps to the tool, you can create a complete view of assets, insurance and other financial information.

Here’s a look at the five new blocks:

  • AI Fincheck measures financial health with an AI-driven assistant that automates and can help improve daily management.
  • Cash Flow Analysis tracks finances to evaluate and forecast future expenses and income.
  • Investment Holdings provides a holistic view of a portfolio, allowing users to drill down into sectors and individual holdings.
  • NetWorth Summary gives a situational snapshot with an aggregated view of assets and liabilities, which are continually updated.
  • OK to Spend outlines cash-flow capabilities with visibility into financial obligations and future income.

Learn More

Learn more about how you can connect with our industry-leading technology solutions — and customize your planning services to meet the unique needs of your clients. For more details about the Tamarac platform and MoneyGuide, visit www.tamaracinc.com or give us a call at 866-525-8811.

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