Envestnet | Tamarac

Envestnet and Aite-Novarica Group came together to study how advisors can bring financial well-being to clients. With this goal in mind, we created our interactive score called Intelligent Financial Live. The score allows advisors to see what they are doing well and what needs improvement. This opens the door to discussions about financial well-being improvements for both clients and advisors alike. About Tamarac and Why It's a Great Option Tamarac started as a SaaS company in 2000, and since then, customer service has been its top priority. We are a company that drives innovation and uses the best technology available. Customer feedback is vital to our development, and we also constantly field test so that our platform remains at the forefront of the market. This commitment guarantees that your company is using cutting-edge portfolio management and reporting technology. Envestnet is Tamarac's parent company, and no other platform can rival its data security. Tamarac’s data centers are world-class and adhere to high standards, including SAS 70 II and SSAE-16 Type II certifications. The data centers are redundant to ensure that your data and software are accessible at all times.Completed