Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Envestnet | Tamarac enables investment advisors to run their businesses with greater efficiency, scale and profitability through our custodian agnostic technology platform and outsourced portfolio management services. The powerful reporting capabilities of Advisor View show the full view of a company’s assets under management, so they can make the most informed decisions and meet the individual needs of each client.
Advisor View delivers powerful portfolio analysis, flexible reporting, and extensive billing capabilities. Clients can easily edit and run dynamic reports and drill down to actionable account details. Advisor View calculates daily intervals, giving clients the flexibility to view information for any date range. A report designer provides a wide range of customization possibilities.
The RIMES Managed Data Services are a complementary service for Envestnet solution users who wish to benefit from over 1,000 data sources from over 350 data partners at RIMES, covering all asset classes.
RIMES is able to feed the following system:
- Advisor View (middle office performance and reporting solutions)