Sign In
CHICAGO, IL – August 23, 2018
Press Release

Envestnet | Tamarac Introduces Enhanced Features for Family Office Reporting

Tamarac announces major search engine functionality and Relationship Diagram to improve platform experience for RIAs and family offices
Envestnet | Tamarac ( announced newly launched enhancements to its Tamarac Reporting platform to help improve the ability of Registered Investment Advisers (RIAs) in single-family and multi-family offices to provide cohesive and thoughtful wealth management strategies for their ultra-high net-worth clients.

Through Tamarac’s enhanced search engine functionality, RIAs will be able to more easily search within households with complex entity structures to access specific data related to clients and households. For example, within one multi-generational family household, RIAs can now search specifically for individual members or member groups such as grandchildren to view data specific to its respective account.

“RIAs in family offices face unique challenges working with clients that have very complex investment structures and larger households,” said Stuart DePina, President, Envestnet | Tamarac. “Tamarac is committed to helping family offices develop meaningful client engagement by providing flexible, integrated reporting capabilities to help advisors present families with a comprehensive, holistic view of their wealth.”

Tamarac has also rolled out the Relationship Diagram, a major new feature within the Tamarac platform. RIAs and their clients can view households using the Relationship Diagram to see how households and groups are structured. Advisors are now able to have a high-level visual of assets within a specific household.
More Press Releases Schedule a Demo

About Envestnet

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.

Envestnet enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our 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 leading 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.

More than 88,000 advisors and 3,500 companies including: 15 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisors, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.

For more information about Envestnet | Tamarac, please visit and follow @TamaracInc.
Copyright Envestnet | Tamarac All rights reserved. is digitally verified by Starfield Secure Certification Authority.
Tamarac Trading
Sign In
Tamarac Reporting
Sign In