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Envestnet | Tamarac

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Author: Dan Miller

Dan joined Tamarac in 2009, coming from a role in operations and trading with a large RIA. Dan started in the support organization and has since held many different roles, including Senior Consultant on Tamarac Trading, Relationship Manager, and most recently as a Platform Consultant. In those roles, Dan completed hundreds of consulting engagements with Tamarac clients, and now uses the knowledge he gained in those engagements to guide his work as a Product Manager.
Product Enhancements/Reporting/Trading

What’s New: Tamarac Reporting and Trading Updates Enhance Advisor Efficiency

February 23, 2023February 21, 2023 Dan Miller

Our Envestnet | Tamarac Reporting and Trading teams have been hard at work rolling out enhancements to our trading and reporting capabilities...

Product Enhancements/Reporting/Trading

What’s New: Tamarac Reporting and Trading Updates Enhance Advisor Efficiency

June 10, 2022June 10, 2022 Dan Miller

Our Envestnet | Tamarac Reporting® and Trading® teams have been hard at work rolling out enhancements to our trading and reporting capabilities. For our June release, we're excited to highlight the latest innovations that respond to the evolving needs of Registered Investment Advisors (RIAs)...

Product Enhancements/Product Feature

What’s New: Tamarac Reporting and Trading Updates Enhance Advisor Efficiency

March 4, 2022March 4, 2022 Dan Miller

Our Envestnet | Tamarac Reporting® and Trading® teams have been hard at work rolling out enhancements to our trading and reporting capabilities.

Product Enhancements/Reporting/Trading

What’s New: Two Reporting and Trading Updates to Enhance the Client Experience

August 27, 2021 Dan Miller

While many of you were spending August enjoying the late-summer days, our Envestnet | Tamarac Reporting® and Trading® teams were…

Read More What’s New: Two Reporting and Trading Updates to Enhance the Client Experience

Product Enhancements/Reporting/Trading

What’s New: Three Reporting and Trading Enhancements Help RIAs Respond to Evolving Client Needs

June 22, 2021June 22, 2021 Dan Miller

Our Envestnet | Tamarac teams are continually focused on driving enhancements and innovations to help you move your practice forward.…

Read More What’s New: Three Reporting and Trading Enhancements Help RIAs Respond to Evolving Client Needs

Product Enhancements/Trading

What’s New: Six Reporting & Trading Updates to Enhance the Client Experience

April 23, 2021April 23, 2021 Dan Miller

In a solid start to the new quarter, our Envestnet | Tamarac Reporting® and Trading® teams continued to focus on…

Read More What’s New: Six Reporting & Trading Updates to Enhance the Client Experience

Product Enhancements/Reporting/Trading

What’s New: Tax Planning Data Reporting Options and Five Additional Enhancements to Save You Time

February 25, 2021February 25, 2021 Dan Miller

We’re off to a busy start to 2021 and excited to introduce six new enhancements to our Envestnet | Tamarac…

Read More What’s New: Tax Planning Data Reporting Options and Five Additional Enhancements to Save You Time

Tax Planning

Market-Leading Tax Tools: All You Need for Tax Planning Season

February 22, 2021 Dan Miller

With tax season around the corner, delivering guidance to help your clients with their filing requirements has never been more…

Read More Market-Leading Tax Tools: All You Need for Tax Planning Season

Integrations/Product Enhancements

What’s New: Reporting and Trading Technology Enhancements Pave the Way for Greater Efficiency

November 13, 2019June 5, 2020 Dan Miller

While many people think of November as a time for apple picking and pumpkin carving, our Envestnet | Tamarac Reporting®…

Read More What’s New: Reporting and Trading Technology Enhancements Pave the Way for Greater Efficiency

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