Issue link: https://resources.envestnet.com/i/1527519
FOR INVESTMENT PROFESSIONAL USE. NOT FOR DISTRIBUTION TO THE PUBLIC. 3 Portfolio Risk Tools Through our integration with BlackRock's Advisor Center (available to all Tamarac clients), you have access to sophisticated, yet simple-to-use tools that make it easy for you to understand portfolio risk and reach out to clients with guidance and expertise. For example, Scenario Tester allows you to stress-test portfolios against more than 30 market scenarios and 360° Evaluator enables you to analyze portfolios from multiple angles – performance, risk, and cost – with insights tailored to each portfolio. Partner to Partner: We Are Here to Support You Over one thousand RIAs rely on our broad suite of solutions to optimize the client experience and create more efficiencies in their practices. We are here to help you integrate and translate our technology solutions into essential advice to create a client-facing experience that builds a deeper connection and makes you the partner of choice for your clients. Please contact the Tamarac Sales team at 844-214-8152 to learn more about our comprehensive suite of solutions and how you can take advantage of our bundled service options. Address market "what-ifs" head on with Scenario Tester. 4. Streamline Your Operational Processes with the Tamarac Unified Managed Account Platform Dramatically improving the operational efficiency and benefits associated with individual security ownership, our integrated platform provides Tamarac clients with a full suite of SMA and UMA account administration and investment research tools to help you deliver cost-effective, customizable investment solutions to your clients. • Select from over 1,500 third-party SMA strategies – easily implemented and maintained in a UMA format. • Single contract platform makes for efficient paperwork, contracting with managers and coordination of trading across multiple strategies. • Includes qualitative and quantitative manager research and opinions on over 4,000 products. • Automated proposal generation and portfolio analysis tools. • Overlay tax management and socially responsible investing (SRI) screening services to address clients' unique needs.