CHICAGO, IL – August 23, 2018Press 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 officesEnvestnet | Tamarac (www.tamaracinc.com) 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