Envestnet | Tamarac has added single sign-on capability to its existing integration with TD Ameritrade Institutional’s Veo One® custody platform. Independent advisors can now gain immediate access to client data and reports in Tamarac’s award-winning Advisor View™ portfolio management application, using contextual links in Veo One to quickly access client account information in Tamarac and provide a more seamless portfolio management experience for their clients.
“Offering contextual linking between our two applications saves advisors time and improves productivity. This integration aligns with the way advisors want to work: They can quickly retrieve the information and data they need to move and act on requests and provide a higher level of service to their clients,” said Stuart DePina, president of Envestnet | Tamarac.
The single sign-on functionality builds upon an existing integration between Envestnet | Tamarac’s Advisor Rebalancing® application and the Veo platform introduced earlier this year, which enabled advisors to submit trades directly to TD Ameritrade for straight-through processing from within Tamarac’s trading and rebalancing software. Additionally, advisors also have the ability to access real-time alerts, holdings, transactions and account values from TD Ameritrade within Tamarac’s portfolio management application, Advisor View. This new integration reinforces Tamarac’s commitment to helping advisors drive more efficiencies across their organizations so they can focus on facilitating meaningful engagements with clients.
“Single sign-on gives our advisors easy access to the resources and tools they need to provide strategic and actionable insights to our clients,” said Tony Anderson, president and CEO at ARS Wealth Advisors. “This integration of these applications is another example of how Tamarac’s innovations help us work more efficiently and demonstrate our value to our clients.”
“Our advanced, open-architecture approach allows for deeper integrations with widely used technology providers such as Envestnet | Tamarac,” said Jon Patullo, managing director of technology solutions at TD Ameritrade Institutional. “Our ongoing collaboration speaks volumes about how both our organizations are dedicated to helping advisors leverage technology to work faster and smarter.”
Advisor View is a component of Advisor Xi®, Envestnet | Tamarac’s web-based platform for independent RIAs. In addition to Advisor View, the Advisor Xi suite includes Advisor Rebalancing®, a portfolio rebalancing and trading application, and Advisor CRM®, a client relationship management system designed specifically for independent advisors and built on the trusted Microsoft Dynamics® CRM platform.
ABOUT TD AMERITRADE INSTITUTIONAL
TD Ameritrade Institutional is a leading provider of comprehensive brokerage and custody services to more than 5,000 fee-based, independent registered investment advisors (RIAs) and their clients. Their technology platform, coupled with personal support from dedicated service teams, lets RIAs run their practices more efficiently and effectively while optimizing time with clients. TD Ameritrade Institutional is a division of TD Ameritrade, Inc., a subsidiary of TD Ameritrade Holding Corporation. Brokerage services provided by TD Ameritrade, Inc., member FINRA / SIPC. Learn more at www.TDAInstitutional.com.
Envestnet, Inc. (NYSE: ENV) provides 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 provides data aggregation and data analytics. Envestnet | Tamarac provides rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides retirement advisors with an integrated platform that combines practice management technology, research and due diligence, data aggregation, compliance tools, fiduciary solutions and intelligent managed account solutions. For more information about Envestnet | Tamarac’s Advisor View, visit www.tamaracinc.com.