Rembert Pendleton Jackson Chooses Envestnet | Tamarac Technology to Create Efficiencies and Prepare for Future Growth

Firm selects award-winning Tamarac platform for portfolio management, reporting and client portal technology

Rembert Pendleton Jackson (RPJ), a SEC-registered investment advisor located in Falls Church, Virginia, recently announced it selected the award-winning Tamarac platform from Envestnet as its portfolio management, reporting and client portal solution. The platform will enable RPJ to streamline back-office operations and enhance client interactions by allowing its advisors to save time and focus on what they do best: providing full-service counsel to more than 900 individual and institutional clients.

“We pride ourselves on taking the time to study our clients’ total financial picture before making any investment recommendations as their fiduciary advisor,” said Charles Rembert, Principal at RPJ. “This new technology positions us for future growth by providing a scalable solution that allows us to be more efficient and advise more clients while continuing to provide in-depth, personal service.”

“Technology is all about creating efficiencies,” said Stuart DePina, president of Envestnet | Tamarac. “We strive to provide best-in-class technologies for our client portal, performance reporting, trading, business intelligence and CRM offerings so that advisors have the most advanced tools to streamline their business and operate more profitably, while delivering stellar levels of service to their clients.”

Tamarac offers comprehensive capabilities and centralized data to provide firms and advisors with the flexibility and power to create end-to-end workflows that automate more of their regular business processes, such as reporting and billing. Advisors can design and customize their own dashboards to see exactly the information that they need. In addition, as an open platform, the software allows deep integration with a large and growing list of supported partners so that it provides firms such as RPJ with a flexible and integrated solution.

Rembert Pendleton Jackson, based in Falls Church, Virginia, serves more than 900 clients from around the nation’s capital and over 35 states. Its 14 registered investment advisors manage more than $1.3 billion in assets with a mission to help individuals and families, foundations and institutions realize their financial goals. More Press Releases Schedule a Demo