US-based Litman Gregory Asset Management has opted for Envestnet | Tamarac’s Advisor View portfolio management and performance reporting application.
Envestnet said that the application will offer Litman advisors a client portal to support two-way communication and document exchanges, dynamic reports, integrations with third-party providers of financial planning and other services, and greater access for its investment management team.
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Advisor View will provide the firm’s advisors and staff access to various account reports that can be created and presented to clients any time and from any location.
The manual-security snapshot feature of the solution will facilitate enhanced reporting for alternative investments.
In addition, it will also ease and quicken billing and composite processes through its rules-based technology, Envestnet stated.
Litman Gregory Asset Management COO Jennifer Ceccarelli said: "We chose Tamarac because it was clear early on that they not only understood our business, but were committed to working with us over the long term to help us reach our goals.
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By GlobalData"Tamarac empowers our team members by giving them more robust reporting capabilities to have more meaningful performance conversations with clients during a particularly volatile market environment — and also provides them with the flexibility to meet changing needs and requirements."
