Envestnet | Tamarac Enhances Integration with BNY Mellon’s Pershing NetX360

Mutual clients will now be able to access custodial documents directly from the award winning Tamarac Client Portal and Portfolio Management Application

Envestnet | Tamarac (www.tamaracinc.com) announced an enhanced integration with BNY Mellon’s Pershing (Pershing) on its Tamarac platform and client portal. The extended integration will improve the platform’s capabilities for Registered Investment Advisors (RIAs) and their clients by introducing a single platform through which both parties can access Pershing custodial documents via the customizable Tamarac client portal.

"RIAs already taking advantage of the Pershing integration through the Tamarac platform will see an even greater ease of use for both themselves and their clients due to this enhancement," said Brandon Rembe, managing director at Envestnet, chief technology officer at Tamarac. "As we continue to deepen our partnership with Pershing, RIAs and investors will benefit from further ease of use and an even more efficient investing experience."

The new features enhance an existing integration with Pershing’s NetX360® open-architecture platform originally announced in 2016. RIAs working with Pershing Advisor Solutions and their clients will now have access to this next-level offering. In addition to accessing important documents through Pershing, clients will now be able to access them through the Tamarac client portal as well, creating ease of use and a streamlined user experience for advisor and client alike.

"We believe successful wealth management firms will continue to offer more personalized and holistic digital experiences," said Evan LaHuta, managing director and head of client experience at BNY Mellon’s Pershing Advisor Solutions. "This new integration with Tamarac is a great example of how we are helping advisory firms deliver personalized information to their clients whenever they want, wherever they want."

Those attending the Pershing INSITE 18 conference in Orlando June 6-8 can visit the Envestnet | Tamarac booth to hear from experts on the platform and learn more about the new features. More Press Releases Schedule a Demo