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Unified Managed Account

Management Consolidation of SMAs and UMAs.

We are pleased to introduce an important expansion of the Envestnet | Tamarac capability set

Unified Managed Account Solution

An easy way for you to consolidate management of SMAs and UMAs through integration with Envestnet’s managed account platform.

Featuring an expansive array of over 1600 SMA strategies integrated within a Unified Managed Account (UMA) administration solution
Single contract platform can improve operational efficiencies and lowers manager costs
Envestnet provides a centralized platform for advisors to build and maintain UMA models
Coordinate trading, tax loss harvesting and account level customizations such as (wash sale restrictions) across multiple SMA strategies
Includes comprehensive qualitative and quantitative manager research
Automated proposal generation, investment research, and analysis tools. (Risk Assessment, Monte-Carlo simulations, and portfolio analysis and comparison tools,)
Comprehensive sleeve level performance reporting
Integrated Tax and Impact Overlay Services

As you look to offer your high-net-worth clients increasingly tailored investment strategies, reflecting your portfolio construction views and incorporating the benefits of individual security ownership, we are committed to providing the flexibility and operational efficiencies that allow you deliver greater value and exceptional levels of customization at scale.

Why Managed Accounts through Tamarac

The leading RIA portfolio and accounting administration platform is offering direct access to the Envestnet managed account platform – one of the largest by AUM/AUA.

Offering access to an expansive array of over 1,500 third-party separately managed accounts (SMAs), UMA account administration, and investment research tools.

Helping you deliver cost-effective, customizable investment solutions to your clients.

Providing access to Envestnet | PMC research, thought leadership, and more.

Tamarac Offers Access to SMA Strategies on the Envestnet Platform

30% Large Cap Growth Manager

30% Large Cap Value Manager

20% International Growth Manager

20% Small/Mid Cap Manager

Trading in a single UMA Account

5 Key Potential Benefits of a Unified Managed Account Solution

Optimize your operational efficiencywith less administrative overhead and trading risk.

Improve your competitive advantagewith the potential for manager cost-savings and a higher degree of customization to meet individual investor needs through the benefits of individual security ownership.

Save more timepreparing for client and prospect meetings with automated proposal generation, investment research, and analysis tools.

Simplify the manager transition processwith a single-contract platform which eliminates the need for multiple manager contracts or additional client signatures when you change managers.

Add value and customized solution with differentiating serviceslike overlay services and our Credit Exchange and Insurance Exchange* through the Envestnet platform.

Let’s get started

For our valued Tamarac clients, we are offering a simplified institutional pricing model as we launch the Unified Managed Account Solution.

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Learn More

Informational Sheet

Introducing Tamarac Unified Managed Account Solution

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Informational Sheet

Why Advisors are Choosing UMAs over SMAs for Direct Indexing Strategies

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Blog Post

How a Unified Managed Account Solution Can Meet Sophisticated Needs

Read the Blog Post

Webinar

Tamarac Unified Managed Account Solution Webinar

Watch the Webinar

The images are for illustrative purposes only. Not based on actual client data.

* Additional fees may apply for these services. Envestnet, Inc. has a financial interest and occupies board of director positions in Advisor Credit Exchange (“ACE”) ACE provides lending solutions to Advisors and their clients via the Envestnet Platform through EAM’s affiliate, Envestnet Financial Technologies. Envestnet, Inc. also has a financial interest and occupies board of director positions in Fiduciary Exchange LLC (“FIDx”).

Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.

All advisory services herein are provided by an affiliated entity, Envestnet Asset Management Inc., a Registered Investment Adviser.

Any investment product or fund shown herein was chosen arbitrarily and does not constitute an endorsement or recommendation of the product, service or firm mentioned.