The Data Intelligence Advantage
Envestnet | Tamarac offers financial institutions a cutting-edge advantage in data intelligence, with 16 of the 20 largest U.S. banks already utilizing their services. Through a comprehensive ecosystem of technology, solutions, and intelligence, Envestnet empowers financial institutions to achieve increased efficiency and deliver the Intelligent Financial Life™ experience to their clients.
Tailored Solutions for Various Institutions
Envestnet | Tamarac caters to the unique needs of wealth management firms, banks and trust companies, as well as credit unions. By offering a range of solutions, Envestnet supports these institutions in driving scalable growth through technology, data, and holistic approaches that elevate the client experience.
Key Benefits for Financial Institutions
Envestnet | Tamarac enables financial institutions to enhance client experiences by offering a 360° view of their finances, providing insights and simplifying complex financial information. The platform also facilitates greater personalization, transforming generic services into tailored experiences for each individual client. Moreover, Envestnet enhances transparency with customized report generation, allowing home offices to monitor advisor performances closely.
Driving Revenue and Efficiency
Through its financial wellness ecosystem, Envestnet | Tamarac helps financial institutions identify opportunities for holistic wealth solutions. By leveraging data insights, institutions can provide actionable recommendations that drive revenue growth. Additionally, the platform promotes efficiency at scale by automating back-office tasks, enabling institutions to focus on building strong client relationships.