As advisors think about transitioning to a new portfolio accounting system, their biggest concerns generally center around client data —…
Read More Our Data Pledge: Going Above and Beyond for Firm Onboarding and Data Maintenance
Author: Matt King
Matt King has been with Envestnet | Tamarac since 2012. He started as an Advisor Services support team member and later joined the onboarding team as a Data Specialist. Throughout his time at Tamarac Matt has helped hundreds of firms transition onto the Tamarac platform and optimize daily operations processes. Matt has since taken on a leadership role within the organization and currently oversees the Tamarac Advisor Services Onboarding team.