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Envestnet | Tamarac: Empowering Financial Wellness Through Corporate Social Responsibility

Envestnet's Commitment to Doing Well by Doing Good

Envestnet, since its inception in 1999, has been dedicated to not only being the best in the industry but also the best for the industry, including clients, employees, partners, shareholders, communities, and families. The company has embraced corporate responsibility by being a positive economic force, a responsible citizen in communities, and a mindful steward of resources. Envestnet's ultimate aspiration is to make financial wellness a reality for everyone and build a company that enhances the communities it serves for generations to come.

Developing the Future of Financial Wellness

Recognizing that financial wellness should start before individuals become investors or work with advisors, Envestnet is committed to promoting financial literacy and understanding of the financial services industry. The Envestnet Institute works with EVERFI, Inc. to provide education, resources, and tools to young learners, creating a foundation for financial wellness. The programs offered, such as Vault and Marketplace, are designed to educate children and youth on financial concepts and the importance of financial planning.

Envestnet's Educational Initiatives

Envestnet's educational initiatives extend to various programs, including Envestnet Institute in Classrooms and Envestnet Institute on Campus. The former aims to educate school-age children on financial literacy, while the latter bridges the gap between academia and the wealth management industry to train talented students for careers in financial services. Through partnerships with universities and colleges, Envestnet is creating opportunities for diverse students to develop skills applicable to the wealth and asset management sector.

Envestnet | MoneyGuide University Program

Envestnet's collaboration with over 100 universities and colleges through the MoneyGuide University Program empowers the next generation of financial advisors. By providing free access to MoneyGuide's software platform, students and professors gain practical experience in financial planning, enhancing their career readiness. This commitment to education and technology integration enables students to gain hands-on practice and valuable skills for their future careers in financial services.

Envestnet's Charitable Giving Initiatives

Envestnet's charitable initiatives, through Envestnet Cares, focus on education, financial literacy, and community support. The company engages in multi-year partnerships, annual giving programs, volunteering activities, and matching employee donations to charitable organizations. By focusing on these areas, Envestnet aims to positively impact communities, address immediate needs, and foster a culture of philanthropy among employees.

Advancing Diversity & Inclusion at Envestnet

Envestnet is dedicated to promoting diversity and inclusion within its workforce, striving to create an equitable and inclusive work culture where every individual feels valued and supported. Embracing diversity strengthens Envestnet, enhances outcomes, and supports the company's mission of making financial wellness accessible to all. By championing diversity, Envestnet is committed to creating a workplace where all employees have the resources and opportunities to achieve their full potential.

Maximizing Investment Returns with Envestnet | Tamarac's Tax Managed Overlay Solution

Efficient Tax Management for Advisors and Clients

Managing clients' taxes can be a daunting task, but with Envestnet | Tamarac's Tax Managed Overlay solution, it doesn't have to be so complex. By offering tax efficient strategies, advisors can ensure their clients' tax liabilities are managed effectively, leading to happier clients and improved portfolio performance. The solution allows for customization to each client's unique situation, provides ongoing monitoring of client accounts, and takes the burden of tax management off advisors' shoulders, allowing them to focus on managing investments and building stronger client relationships.

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Envestnet | Tamarac: Revolutionizing Asset Management with Integrated Tools and Insights

Enhancing Client Experiences and Driving Opportunities

Envestnet | Tamarac is a powerful asset management solution that goes beyond traditional investment administration. By providing access to modern investment options, integrated tools, and a comprehensive ecosystem of solutions, intelligence, and technology, Tamarac enables asset managers to scale their business effectively. One of the key benefits of using Tamarac is the ability to improve client experiences and illuminate opportunities with greater visibility. Through unique data and insights about your book of business, you can enhance your sales and distribution strategies.

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Empowering Advisors with Envestnet | Tamarac's Intelligent Financial Life™ Solution

Delivering the Intelligent Financial Life™

Envestnet | Tamarac is committed to empowering advisors to provide their clients with the Intelligent Financial Life™. This innovative solution is designed to connect all aspects of a client's financial life seamlessly, providing a comprehensive view that enables advisors to offer personalized and strategic guidance. By leveraging Envestnet | Tamarac's technology, advisors can ensure that no aspect of their clients' financial well-being goes unnoticed or unmanaged.

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Empower Financial Professionals with Envestnet | Tamarac's Financial Wellness Ecosystem

Experience the Comprehensive Financial Wellness Ecosystem

Envestnet | Tamarac offers a cutting-edge financial wellness ecosystem that empowers advisors and financial professionals with the necessary technology, solutions, and intelligence to bring financial wellness to life for clients. By scheduling a demo, you can immerse yourself in this innovative ecosystem and witness firsthand how it can transform your practice.

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Envestnet | Tamarac: Empowering Wealth Management with Intelligent Solutions

Envestnet’s Integrated Ecosystem: Driving the Intelligent Financial Life™

Envestnet’s financial wellness ecosystem is designed to connect both current and future financial aspects, driving what they term the Intelligent Financial Life™. By seamlessly integrating technology, intelligence, and solutions, Envestnet empowers financial professionals and institutions to gain a comprehensive 360° view of client finances. This holistic view enables them to identify opportunities, avoid pitfalls, and take strategic actions effectively.

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