Issue link: https://resources.envestnet.com/i/1527519
FOR INVESTMENT PROFESSIONAL USE. NOT FOR DISTRIBUTION TO THE PUBLIC. 2 2. Optimize Tamarac with the Power of Envestnet | MoneyGuide We believe financial planning is the gateway to financial wellness. To help you thrive, we recommend optimizing Tamarac with the power of MoneyGuide, our financial planning software. Through MoneyGuide, you can help clients create, implement, and maintain an investment strategy that aligns with their lifetime goals. MoneyGuide enables you to: • Interactively demonstrate for clients – remotely and in real-time – the effects that possible portfolio moves might have on their portfolios over the long term. • Help clients understand what's happening in the markets by harnessing the power of modern financial planning strategies. • Deepen client engagement and promote productive financial conversations focused on goals. Leverage data and analytics for insight into your business, your clients, and your competition. 3. Bolster Your Tech Stack with Aggregation, Analytics, and Portfolio Risk Tools Envestnet and Tamarac offer a suite of complementary solutions that can help you optimize your practice, especially in challenging markets. Our Data Aggregation provides you with: • Account aggregation that can easily enhance the way you serve existing clients and demonstrate value to prospects. • Access to your clients' entire financial picture to fuel the plan and allow you to use that knowledge to deliver comprehensive financial advice. • The ability to aggregate balances for full net worth reporting or include fully reconciled outside accounts in the full complement of performance reporting and trading. RIA Analytics Keeping a close eye on portfolio construction and practice trends can give you a significant advantage and prepare you for any business outcome. With Envestnet RIA Analytics, you can benchmark your key business drivers to find out how you're doing versus your peers and the best in the industry. You can also leverage the analytics recommendation engine that evaluates insights across your book of business to make suggestions to bolster your firm's competitive edge. Use MyBlocks to create a meaningful and personal experience for your clients that promotes productive conversations and showcases your value.