CHICAGO, IL – September, 18 2019Press Release
Envestnet | Tamarac to Provide Tamarac Reporting and Trading Technology to Rockbridge Investment Management
Firm to use Tamarac Trading and Reporting to streamline back-end processes and help drive business growthEnvestnet | Tamarac announced today a partnership with Syracuse, N.Y.-based Rockbridge Investment Management to provide reporting and trading technology services. The technology will support Rockbridge’s goals for growth while simplifying back-end processes and improving client experience for the more than 750 families the firm serves.
“We are delighted to partner with Rockbridge Investment Management, a former PortfolioCenter firm, to support their advisors and clients by helping deliver on their commitment to financial wellness,” said Andina Anderson, Executive Managing Director of Envestnet | Tamarac. “We look forward to working together with Rockbridge to provide their advisors with best-in-class portfolio management and client engagement capabilities and support the firm’s ambitious growth plans going forward.”
Rockbridge advisors will have access to Tamarac’s aggregated performance reporting features, building upon advisors’ capabilities to see a holistic view of their clients’ accounts. Tamarac Trading will bring a more seamless experience for advisors to free up time to strengthen client relationships and grow their businesses.
“We are really excited about the value Tamarac will bring to our business as we seek to grow and serve more families,” said Craig Buckhout, Managing Partner, Rockbridge Investment Management. “More than just enhanced reporting and portfolio rebalancing, we’ve focused on making sure our advisors have what they need to work well with our clients. The more efficiency we gain from this technology, the more time our advisors will have to build meaningful relationships with current and new clients."
Buckhout added that Rockbridge views Tamarac’s performance metric software as another important feature, as the firm’s goal is to spend more time with clients and less time on back-end processes. The new technology is seen as a way to accomplish that goal, as well as a means to monitor the firm’s progress.
Rockbridge advisors are managing more than $750 million in assets for their clients and expect to benefit from time savings, seamless transitions and trading processes, as well as access to more holistic data in client reporting. Rockbridge has begun the process with the support of Tamarac to onboard advisors and expects to be fully operational on the platform by Q1 2020.
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