Products launched
fast and efficiently

Manage the account opening process for finalized proposals. 

Generate and download bulk Tamarac data with pre-defined and customizable reports.

Ensure client information on ENV is synchronized with a firm’s CRM system.

With Client Management + Documentation, the most up-to-date client information is always synchronized with a firm’s CRM system. Client documents are automatically shared through our secure Client Vault.

Retrieve client, household and group data, assist with client relationship management,
and query important documents directly from Tamarac.

Receive nightly updates of your information on our platform.

A complete digital solution for client onboarding and support.

Provides a summary of the client’s goals overtime. Allows for adjustments to be made to their goals.

Build your own investor portal using client-focused APIs

Firms can display updated results of a client’s financial goal plan anywhere on an advisor platform or client portal.

Envestnet’s Performance Reporting tools generate performance metrics and download statements on-demand.

Provides the ability to interact with the existing financial goal plan to see how changes may impact the results.

Proposal Prefill saves time and effort by creating a base proposal with prefilled information for your advisors to complete via the Envestnet interface.

Proposal Prefill Plus saves time and effort by creating a proposal with prefilled information for your advisors to complete via the Envestnet interface.

Retrieve real-time data directly from Tamarac to report on your clients.

Create and manage Service Requests such as Raise Cash, Systematic Withdrawals, and Terminate Accounts.