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.
Key Features and Benefits
With Envestnet | Tamarac, you can gain valuable insights such as understanding your share of wallet and comparing it to peers. The predictive analytics offered by Tamarac allow you to identify which clients are growing or shifting focus, helping you tailor your strategies accordingly. Moreover, the platform enables you to identify opportunities to expand relationships and allocate resources more effectively. By streamlining investment administration and operations efficiency, Tamarac empowers asset managers to focus on strategic growth and client satisfaction.
Comprehensive Support for Asset Managers
Envestnet | Tamarac's ecosystem addresses the demands of today's market by providing a range of support that includes broad distribution, competitive intelligence, transparency, streamlined administration, and supplemental expertise. Asset managers can leverage the platform to gain access to thousands of financial advisors, analyze the competitive landscape, generate custom reports, manage portfolios, and access in-depth research and due diligence on managed accounts, mutual funds, and ETFs. The platform's open architecture allows for customized portfolio reports and investment proposals, enhancing operational efficiency.