The integration will enable advisors who custody with Schwab to access custodial data in real-time from Tamarac’s performance reporting and billing application, Advisor View, as well its client relationship management system, Advisor CRM.
Also, advisors will be able to serve their clients from an integrated system with a single sign-on with the help of the integration, which will help in increasing efficiencies while improving responsiveness.
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"Envestnet is deeply committed to enhancing and expanding the development of Tamarac’s platform. Together we are creating technologies and working with custodians to empower advisors to build their practice management capabilities and focus on the needs of their clients," said Stuart DePina, group president at Envestnet | Tamarac.
"This integration allows both advisors and their clients to spend less time searching for the information and enjoy a seamless experience. By opening a single program, advisors can now see the most pertinent client information and action items in one place," added DePina.
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