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