Digital Digest: The Latest Tech News - Envestnet | Tamarac

Editorial Staff

29 August 2018

Envestnet | Tamarac
Envestnet | Tamarac, provider of intelligent systems for wealth management and financial wellness, has launched changes to its Tamarac reporting platform.

These changes will help improve the ability of registered investment advisors in single-family and multi-family offices to provide wealth management strategies for their ultra-high net worth clients.

Through Tamarac's enhanced search engine functionality, RIAs will be able to search households with complex entity structures. RIAs can now search specifically for individual members or member groups such as grandchildren to view data specific to their respective account.

Tamarac has also rolled out the Relationship Diagram, a new feature of the Tamarac platform. RIAs and their clients can view households using the Relationship Diagram to see how households and groups are structured.