Issue link: https://resources.envestnet.com/i/1527519
FOR INVESTMENT PROFESSIONAL USE. NOT FOR DISTRIBUTION TO THE PUBLIC. 1 Envestnet's unmatched breadth of market-leading technologies, coupled with an open-architecture and modular platform, provides you with an integrated end-to-end solution to help you: O Minimize the time you spend as a technology integrator. O Elevate your business. O Drive business efficiency and scale. O Reduce operational risk. O Free-up time to focus on client relationships. A Powerful Combination to Deepen the Client Experience Looking to support the entirety of your clients' financial needs? Through the powerful combination of Envestnet | Tamarac's trading, reporting, and CRM tools, combined with Envestnet | MoneyGuide's financial planning capabilities, Envestnet's data and analytic solutions, the Tamarac Unified Managed Account platform, and BlackRock's portfolio risk tools, you can do just that. Here's a look at how our integrated platform of solutions can help you enhance and streamline your practice and better serve your clients: 1. Manage Your Day-to-Day Business Operations on Tamarac Tamarac offers RIAs a modular, open-architecture experience to help you run your business with greater efficiency, scale, and profitability. Best used in its full-suite iteration, including Reporting, Trading, and CRM, each tool is best-of-breed on its own. When used together, you can grow your business and connect more deeply with your clients. Grow and Scale Your Practice with a Holistic, Bundled Suite of Solutions Tamarac Reporting: The central location for your clients' assets, providing advisor, operations, and client portals with interactive and up-to-date data, accessible from anywhere. Tamarac Trading: A premier portfolio rebalancing and trading application. Firms can build scale by implementing your best thinking across your entire client base, both quickly and efficiently. Tamarac CRM: The hub for client data, built as a firm- level, cloud-based application that is explicitly designed for RIAs. Because the CRM is integrated with a broad range of data resources, it can provide a differentiated experience. Leverage Tamarac to help enable greater efficiency, scale, and profitability.