Envestnet | Tamarac has enhanced its existing integration with eMoney Advisor with a new bidirectional single sign-on capability.
Financial advisors and their clients can quickly access their account data from either platform using contextual links, making it easier to track how a client’s investments are performing in relation to his or her financial goals.
“As advisors and their clients are shifting their conversations from strictly performance to holistic financial planning, integrations that provide contextual linking help enable these important discussions,” said Stuart DePina, president of Envestnet | Tamarac. “We’re excited to see our partnership with eMoney evolve as we strive to facilitate more meaningful connections between advisors and investors.”
This new functionality, which will be available as part of Tamarac’s upcoming technology release, offers a streamlined experience for advisors and investors alike. The single sign-on capability extends to each platform’s client portal, so investors can easily view their account information and contact their advisor with questions. It builds upon the initial integration between Envestnet | Tamarac and eMoney announced last year, which allows financial advisors to pull account information, holdings and transactions from Tamarac’s platform into eMoney's emX wealth management platform using Tamarac's open API.
“At eMoney, we constantly ask our clients for feedback to understand what types of products, features and integrations would make the most impact on their businesses. An enhanced integration with Tamarac was high up on their list of requests,” said Jessica Liberi, senior vice president, product management at eMoney Advisor. “We’re pleased with the latest updates and look forward to adding even more functionality to the eMoney-Tamarac integration to better serve our clients.”
Tamarac's comprehensive technology platform combines award-winning portfolio management, reporting, billing, rebalancing and trading functionality with an engaging client portal and RIA-specific CRM. Leveraging its broad range of capabilities, Tamarac provides the flexibility to create end-to-end workflows, from client onboarding through quarter-end, that match the unique business processes of each independent advisory firm.
Envestnet | Tamarac will have a booth at the eMoney Advisor Summit from September 25 to 27, 2017, at the Fairmont Scottsdale Princess in Scottsdale, Arizona. In addition to offering on-site demonstrations of its platform, Tamarac representatives will lead a partner breakout session Tuesday, September 26 at 1:00 p.m. The session, “Leveraging Technology to Improve Client Engagement in a Digital World,” will be held in the Princess Ballroom E.