As an RIA, you’re focused on ways to save time and demonstrate greater value to your clients. At Envestnet, we can help you can do just that. When you integrate your financial planning, portfolio management, and reporting technologies, you can more efficiently take action to address your clients’ key priorities.

Here are four reasons why integrated technology solutions can help RIAs evolve their practice:

  1. Integrated solutions can save you the time and effort of managing multiple vendors on separate platforms, giving you a greater ability to scale your business and focus on building deeper client relationships.
  2. A more cost-effective approach can improve your practice’s efficiency while keeping costs in check.
  3. With a connected ecosystem of tools in one environment, it’s easier for you to manage your day-to-day business.
  4. A stronger value proposition and a better client experience give you a more efficient way to serve your clients’ evolving needs. When all the component parts come together seamlessly, it’s more powerful for your clients as you help them achieve financial wellness — and more powerful for the growth of your business.

We strongly believe in the power of integration so that you can serve your clients’ needs with a more unified advice platform. Take a closer look at the market-leading Envestnet solutions available for bundling and the benefit to you and your clients:

  • Envestnet | Tamarac. The Tamarac suite focuses on helping you manage your day-to-day business operations, supporting you with performance reporting, trading, and rebalancing.
  • Tamarac Reporting. The central location for client assets, the Envestnet |Tamarac Reporting platform provides advisor, operations, and client portals 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.
  • Tamarac Trading. A premier portfolio rebalancing and trading application. You can build scale by implementing your best thinking across your entire client base, both quickly and efficiently.
  • Envestnet | MoneyGuide. The 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. You can choose the level of software that makes the most sense for your practice:
  • MoneyGuidePro provides sophisticated solutions and smart assumptions to help you navigate the complex financial elements of your clients’ lives.
  • MyBlocks offers interactive modules that allow your clients to explore their lives and discover powerful answers to complex questions, all in a fun way.

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 or give us a call at 866-525-8811.

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