Envestnet | Tamarac to Announce Financial Planning Capabilities at Advisor Summit

Envestnet | Tamarac (www.tamaracinc.com) will announce new financial planning capabilities at this week’s 2018 Advisor Summit in New Orleans. Scheduled to launch in early 2019, the new functionality will empower Registered Investment Advisors (RIAs) to manage both cash flow and goals-based financial planning in a single platform.

RIAs and their clients will be able to access the new cash flow and goals-based financial planning capabilities directly through Tamarac’s award-winning portfolio management application, Tamarac Reporting™, including the integrated client portal and mobile app. The new offering will also be available as a full standalone module. Envestnet | Tamarac has plans to continue to enhance its integrations with its third party financial planning software partners to give RIAs more choice and make goals-based planning a core component of client engagement.

“The increasing role of financial planning with regard to how advisors are engaging their clients drives our efforts to deliver on a range of options through the Tamarac platform,” said Ashley Dahl, CFP®, vice president of product management, Envestnet | Tamarac. “We see an opportunity to not only bring together cash-flow and goals-based financial planning into a single platform and client portal experience, but to also provide a feature-set that enables advisors to target and support a wide range of investor types and grow their business.”

The Tamarac financial planning application will bring together capabilities that uniquely address the needs of a range of investor types, delivering a span of features and tools that will benefit Millennials and HENRYs (high earners, not rich yet), as well as generational and ultra-high-net-worth clients. RIAs will benefit from the ability to support new client types and grow their businesses.

Those attending this week’s 2018 Advisor Summit in New Orleans will have the opportunity to see a preview of the new capabilities, including additional details on what’s on the horizon for RIAs in terms of prospecting, onboarding, financial planning, budgeting, and more.

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