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© 2023 Envestnet, Inc. All rights reserved. For home office and advisor use only
Why advisors choose
this powerful combination
• The refresh of client data from Tamarac Reporting directly into MoneyGuide,
either automatically or on-demand, allows you to run an updated financial
plan with every asset accounted for, including managed financial accounts,
outside aggregated financial accounts, and alternative assets. You can feel
confident that you are always working with the most updated holdings and
market values in your planning conversations with clients.
• Robust two-way data integration into Tamarac from MoneyGuide, allows
you to send Tamarac account, client, and Household information to
MoneyGuide. And once you've updated the Plan, you can easily send data
back to the Tamarac Client Portal.
• Display the MoneyGuide Probability of Success in reaching the goals your
client has set in the financial plan, together with the account data, all within
the Tamarac client portal.
• The Financial Plan Summary on the Tamarac Client Portal lets you and your
client drill into goals while reviewing standard reporting data for their
accounts.
• Single Sign-On from MoneyGuide to Tamarac enables easy access to planning
and account data. With one click, you can move from Tamarac to interactive
planning tools to help your clients think about different planning scenarios
while reviewing account data.
© 2023 Envestnet, Inc. All rights reserved. For home office and advisor use only
