Author: Jessica Martin

Jessica Martin has been with Envestnet | Tamarac for over 10 years and is Vice President of Sales Engineering. Jessica is responsible for helping users understand and implement best practices, assist RIAs to experience the greatest benefits from Tamarac’s comprehensive technology platform and to enable firms to run a more profitable practice.

Digital Tools/Integrations/Onboarding

For Breakaway Advisors: How to Get Started with the Right Tech Partner

January 21, 2021January 25, 2021 Jessica Martin

With the start of a new year, many successful advisors think about planning for a change, and the transition from…

Integrations/Salesforce

Build Efficiency and Scalability with the Integration of Tamarac and Salesforce

December 17, 2020December 17, 2020 Jessica Martin

At Envestnet | Tamarac®, we proudly partner with best-in-class industry leaders to support your ever-changing business needs. In our blog…

Year-End Planning

Five Tips to Help You Prepare for Year’s End and the Year Ahead

December 3, 2020December 2, 2020 Jessica Martin

As advisors start to wrap up on the year and prepare for 2021, Envestnet | Tamarac is committed to supporting…

Tamarac CRM

How Pre-Built CRM Workflows Help You Better Serve Your Clients

October 15, 2020 Jessica Martin

Especially in today’s new virtual world, advisors understand how important it is to get the right information to the right…

Integrations/Tamarac CRM

Powerful Integration: Another reason to take a closer look at Tamarac CRM

October 1, 2020October 1, 2020 Jessica MartinLeave a comment

In the new virtual world we’re living in, many advisors are looking for ways to save valuable time and increase…

Product Feature

How to Differentiate Your Value with High-Net-Worth Clients: Partial Ownership Reporting

September 3, 2020September 3, 2020 Jessica Martin

For advisors who are looking for more ways to support the increasingly complex needs of high-net-worth individuals, percent ownership reporting…

Tax Loss Harvesting/Trading

Tamarac Trading – Tax Loss Harvesting Strategies

April 15, 2020June 5, 2020 Jessica Martin

Given recent market volatility, your clients are likely concerned about their finances and worried about the future. Unfortunately, market behavior…