As successful advisors connect with us about how their business has changed during the pandemic, many speak of the need…
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PortfolioCenter Client Service Team: John Tarrant and Jason Camp
For our first team profile at Envestnet | Tamarac, we spoke with John Tarrant and Jason Camp, both Assistant Vice…
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Five Reasons Why Emerging and Breakaway Advisors Turn to PortfolioCenter Cloud
Whether you’re an emerging practice or a breakaway advisor, your ability to provide clients with enhanced performance reporting in an…
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Alternative Asset Tracking Provides a Complete Client Financial Picture
A consolidated view of your clients’ investments has never been more critical than today. Amid the market uncertainty, when your…
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How a Unified Managed Account Solution Can Meet Sophisticated Needs
As advisors think about the sophisticated investment needs of their high-net-worth clients, more and more are looking for customization and…
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What’s New: 10 Reporting and Trading Updates to Enhance the Client Experience
Amidst these challenging times, our Envestnet | Tamarac Reporting® and Trading® teams continued to maintain their focus on enhancements and…
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How to Transform Your Practice With the Right Digital Tools
How do today’s advisors best demonstrate their value to clients and enhance advisor-client collaboration through digitization? Answers to these questions…
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Our Data Pledge: Going Above and Beyond for Firm Onboarding and Data Maintenance
As advisors think about transitioning to a new portfolio accounting system, their biggest concerns generally center around client data —…
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Transform Data Into Actionable Insights With Our Newest Partner: RIA Analytics
At Envestnet | Tamarac®, we proudly partner with best-in-class industry leaders to support your ever-changing business needs. In our blog…
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Meet the Tamarac Team: Shizu Nair
Shizu Nair is an Assistant Vice President in Product Development for Envestnet |Tamarac in Seattle, Washington. She lives in Seattle,…