Issue link: https://resources.envestnet.com/i/1533232
Potential Benefits Larger RIAs and smaller businesses can work in a nimble environment that allows the technology to grow with the business while still allowing a myriad of important features for financial professionals. Users can take on more than one role in the technology to allow flexibility in its usage. Notable attributes 1. Administration, Management, and Oversight ŋ Tamarac Trading allows administrators to set up user permissions, user rights, and roles to give certain users the ability to perform other functions such as trade review/approval, make model changes, compliance, etc. ŋ Administrators can set up primary/secondary advisors and permissions to control trading permissions user-by- user. 2. Adding a UMA Solution to Tamarac Trading: ŋ Benefit from individual security ownership: Benefits include manager cost-savings, higher customization, lower admin overhead and trading risk, as well as a simplified manager transition if you change managers. 3. Tamarac Trading has a menu-based UI that utilizes modal and in-line pop-outs in the workflow to make in-progress edits and changes smooth and allow for flexibility in the workflow. 4. Updated and modern UX makes it very user friendly and easy to learn. Customization of individual accounts, legacy assets, and model management 1. Custom Fields: Create personalized data entries for each account, group, and securities. These can be assigned and managed across different entities for enhanced reporting and searching capabilities in Tamarac Trading. a. These fields enhance functionality by appearing as columns in bulk reports, accounts and securities pages, and can be used as filters in complex saved searches for improved data analysis. 2. Model Management: Investment models in Tamarac Trading provide a structured approach to building client asset allocation strategies using two main types: Security Level models and Allocation models. These models enable flexible and complex portfolio construction through tiered groupings and allocation targets. a. Model assembly and examples: Models can be combined in multiple tiers to form complex portfolios assigned to clients. Tamarac Trading (Trading-Only) Whether you're using a passive or active management strategy, Tamarac dramatically abbreviates the trading process while adhering to your investment strategies, custom account settings, restrictions, and tax sensitivity settings. Attributes Well integrated Scalable Modern UX Permissions-based user management No trading programs 7 FOR INVESTMENT PROFESSIONAL USE ONLY.