Unlock the Full Power of Envestnet | Tamarac with iCapital
Through a fully connected Marketplace experience and expert Data & Reporting Services, iCapital empowers advisors to expand offerings and streamline workflows.
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For RIAs
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Envestnet Envestats - The Rise of the UMA
Envestat is our regularly published insights report, delivering real business intelligence that matters, direct from the industry’s largest wealth data platform.
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5 key trends defining the RIA industry in 2026
In 2026, we expect even more advisors will explore and implement advanced AI-powered tools – not only to reduce back office tasks, but to anticipate their clients’ needs.
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Envestnet’s billing solutions
An effective billing solution supports long‑term sustainability by giving fee‑based firms clear visibility into how fees are calculated and attributed across accounts, households, and relationships.
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On-Demand Webinar - Strategic Update for Envestnet | Tamarac Clients: What’s New & What’s Next
Watch our focused 30‑minute webinar designed for Envestnet Tamarac clients to stay aligned on what’s new and what’s ahead.
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Explore the Envestnet Growth Lab where we provide insights on how to integrate solutions into your practice from expert industry leaders
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Private Credits Moment of Truth
Private credit has been one of the defining asset growth stories of the past decade.
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On-Demand Webinar - Unlocking Scale: How RIAs Use Envestnet & Tamarac to Streamline, Serve, and Grow
Watch our on-demand webinar to hear from peer RIA leaders and how they are scaling their firms, enhancing client relationships, and boosting advisor productivity with Envestnet and Tamarac.
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Your Guide to Getting Started with UMAs
This piece focuses on overall UMA benefits and highlights the two core use cases: Outsourced Management and Trading and Automated Trading for Proprietary Models.
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On-Demand Webinar - Maximizing Envestnet | Tamarac's Unified Managed Account Platform: New Features You Can Use Today
Watch our on-demand webinar where we’ll showcase the latest enhancements and share best practices to help you maximize Envestnet | Tamarac’s Unified Managed Account (UMA) capabilities.
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Unlocking Smarter Portfolio Management through Unified Managed Accounts
This one-pager provides a quick guide to the latest enhancements available through Envestnet’s Unified Managed Account technology.
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On-Demand Webinar - Envestnet’s Unified Client Portal: Past, Present, and Future
Watch our on‑demand webinar for the latest Client Portal enhancements, best practices, and a preview of what’s coming in 2026.
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Interval Funds 101
In this introductory analysis, we will describe how an interval fund operates and how interval funds compare to traditional drawdown funds.
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Envestats - Advisor Fees
The Truth About Financial Advisor Fees: Unveiled
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Envestnet Tamarac's 2026 Roadmap - What's new and What's Ahead
Watch our on-demand webinar for an exclusive look at the 2026 Tamarac roadmap and the newest enhancements shaping the future of wealth management.
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PMC November Market Recap
November saw stocks largely struggle for ¾ of the month. The last week of November lifted most equity markets back into the black for the month, though.
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Inside WealthTech – iCapital
In this episode, the Envestnet team speaks with Mike Doniger, SVP of Platform Partnerships at iCapital, to discuss how advisors can integrate alternative investments into client portfolios.
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Wealth Manager Overview
Wealth Manager - Transforming revenue operations
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Wealth Manager - UMA Billing
Wealth Manager - Why Wealth Management Firms Need Better UMA Billing
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Investment Considerations for Direct Indexing Strategies
Key Criteria for Assessing Direct Indexing
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Envestnet Retirement Capabilities
Envestnet’s practice management platform is a full set of tools that are configured on a role-based level for advisors.
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