Envestnet | Tamarac has enhanced its existing integration with eMoney Advisor (“eMoney”), a leading provider of advanced wealth-planning solutions for financial advisors, with a new bidirectional single sign-on capability. Financial advisors and their clients can quickly access their account data from either platform using contextual links, making it easier to track how a client’s investments are performing in relation to his or her financial goals.
“As advisors and their clients are shifting their conversations from strictly performance to holistic financial planning, integrations that provide contextual linking help enable these important discussions,” said Stuart DePina, president of Envestnet | Tamarac. “We’re excited to see our partnership with eMoney evolve as we strive to facilitate more meaningful connections between advisors and investors.”
NEW FUNCTIONALITY OFFERS STREAMLINED EXPERIENCE
This new functionality, which will be available as part of Tamarac’s upcoming technology release, offers a streamlined experience for advisors and investors alike. The single sign-on capability extends to each platform’s client portal, so investors can easily view their account information and contact their advisor with questions. It builds upon the initial integration between Envestnet | Tamarac and eMoney announced last year, which allows financial advisors to pull account information, holdings and transactions from Tamarac’s platform into eMoney’s emX wealth management platform using Tamarac’s open API.
“At eMoney, we constantly ask our clients for feedback to understand what types of products, features and integrations would make the most impact on their businesses. An enhanced integration with Tamarac was high up on their list of requests,” said Jessica Liberi, senior vice president, product management at eMoney Advisor. “We’re pleased with the latest updates and look forward to adding even more functionality to the eMoney-Tamarac integration to better serve our clients.”
Tamarac’s comprehensive technology platform combines award-winning portfolio management, reporting, billing, rebalancing and trading functionality with an engaging client portal and RIA-specific CRM. Leveraging its broad range of capabilities, Tamarac provides the flexibility to create end-to-end workflows, from client onboarding through quarter-end, that match the unique business processes of each independent advisory firm.
CATCH UP WITH ENVESTNET | TAMARAC AT THE EMONEY ADVISOR SUMMIT
Envestnet | Tamarac will have a booth at the eMoney Advisor Summit from September 25 to 27, 2017, at the Fairmont Scottsdale Princess in Scottsdale, Arizona. In addition to offering on-site demonstrations of its platform, Tamarac representatives will lead a partner breakout session Tuesday, September 26 at 1:00 p.m. The session, “Leveraging Technology to Improve Client Engagement in a Digital World,” will be held in the Princess Ballroom E. More information about the eMoney Advisor Summit is available at: http://info.emoneyadvisor.com/summit-2017 and through the event hashtag #eMoneySummit17.
Both eMoney and Envestnet will be speaking and exhibiting at the upcoming T3 Technology Conference for financial services executives. Learn more about the T3 conference being held in Las Vegas Oct. 30 – Nov 1, 2017 at http://www.technologytoolsfortoday.com/why-attend-t3-enterprise-conference.html.
ABOUT EMONEY ADVISOR
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is a scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technology enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. Developed and perfected by nearly 500 passionate, innovative, and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience for more than 45,000 financial professionals and 2 million end-clients nationwide. For more information, please visit: www.emoneyadvisor.com.
Envestnet, Inc. (NYSE: ENV) is a leading provider of intelligent systems for wealth management and financial wellness. Envestnet’s unified technology enhances advisor productivity and strengthens the wealth management process. Envestnet empowers enterprises and advisors to more fully understand their clients and deliver better outcomes. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, their Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. Envestnet | Tamarac provides rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides retirement advisors with an integrated platform that combines leading practice management technology, research and due diligence, data aggregation, compliance tools, fiduciary solutions and intelligent managed account solutions. For more information about Envestnet | Tamarac, please visit www.tamaracinc.com.