Transforming Financial Planning
Envestnet | Tamarac offers a comprehensive financial planning solution that empowers both financial advisors and their clients. The platform provides interactive engagement tools that enable clients to actively participate in the planning process, making their financial dreams a reality. From foundational to sophisticated planning, advisors can easily engage clients through micro and holistic experiences, ensuring that every aspect of their financial journey is covered.
Collaborative Approach
One of the key features of Envestnet | Tamarac's financial planning software is its co-creative design. The ecosystem allows advisors to effectively collaborate with clients in the creation and upkeep of their plans. This collaborative approach ensures that clients feel empowered and engaged throughout the planning process, leading to better outcomes and deeper adoption of the financial advice provided.
Configurability and Scalability
Envestnet | Tamarac's financial planning offering is highly configurable, allowing advisors to tailor the plans to meet the unique needs and goals of each client. Dynamic configurations enable advisors to build and scale their ideal financial planning solutions, ensuring that they can adapt to changing client circumstances and market conditions effectively.
Interactive Client Engagement
A standout capability of the platform is the Play Zone®, a unique interactive feature that allows advisors and clients to vary plan elements that are within their control, such as retirement age or savings goals, and instantly see the impact of these changes. This interactive engagement tool makes financial planning more transparent and engaging for clients, leading to better understanding and decision-making.
Success Story: KeyBank
Envestnet | Tamarac's client-led planning tool, MyBlocks, has transformed the way KeyBank engages with its mass affluent retail clients. By leveraging this interactive planning tool, KeyBank averaged over 300 referrals per week, showcasing the power of client-centered financial planning solutions. The success story of KeyBank highlights the effectiveness of Envestnet | Tamarac's platform in driving client engagement and business growth.
Innovative Financial Planning Software
Envestnet | Tamarac stands out as a leader in the financial planning software industry, offering a suite of tools and capabilities that enable advisors to deliver personalized and impactful financial plans to their clients. The platform's focus on interactive engagement, collaboration, configurability, and scalability sets it apart as a comprehensive and effective solution for financial advisors looking to empower their clients and drive business growth.