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Envestnet | Tamarac

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 1,500 data sources from over 500 data partners at RIMES, covering all asset classes.

RIMES is able to feed the following system:

  • Advisor View (middle office performance and reporting solutions)

For more information on how RIMES works with Envestnet, please contact us or go to www.tamaracinc.com.

 

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Our Managed Data Services

  • Working with 500+ data and 1500 data sets
  • Superior data quality and accuracy
  • 75,000 index, price & reference data feeds delivered daily
  • Fully managed, validated and system-ready feeds
  • Data delivered via API or file format for operational or analytical users
  • Increase business agility and scalability
  • Faster time to quality & market
  • Global expert 24/7 support

Have a specific system requirement?

Get in touch, we can handle it for you.