Issue link: https://resources.envestnet.com/i/1533232
Selecting the right trading tool is crucial to helping clients meet their financial goals. This guide reviews the features, benefits, and capabilities of Envestnet's trading software to help you understand each one. Take a deep dive into the details of Envestnet's trading offerings. We'll go through the products starting from a high-level, working further down into the specifics of each. Compare and contrast Let's take a look at some high-level, key distinguishing features of each trading tool. Product User type Business attributes (Trading profile) Capabilities Workflow Wealth Trading • Home Offices • Sponsors • Advisors • Lg Broker Dealers • Lg RIAs • Trading multiple advisor portfolios • Groups of advisors • In-house traders/ bulk trades • Highly configurable • Highly scalable • Integrations admin trading • Modern • Tab-based • Instruction based • PM Tools Trading • Home Offices • Advisors • Lg Broker Dealers • Lg RIAs • Trading multiple advisor portfolios • Groups of advisors • In-house traders/ bulk trades • Highly configurable • Highly scalable • Integrations • Admin trading • Tab-based • Instructions-based • PM Tools Legacy Trading • Advisors • RIAs • Smaller groups of advisors • Less configurations available • Admin trading • Tab-based • PM Tools Tamarac Trading • RIAs • Broker Dealers • Small to large • Nationwide RIAs • Role-based • Legacy security handling and asset location • Menu-base • Security focused and account/group level trading Meet the tools: Out-of-the-box Wealth Trading Our latest and greatest trading experience has evolved to provide extra flexibility and efficiency to your trading workflow. Trading A modernized, intuitive way to access Envestnet's powerful trading tools. Legacy Trading Integrated tools that provide information and efficiency as you manage to client goals. Tamarac Trading Model management, account monitoring, trading, rebalancing, and reconciliation in a flexible, scalable product. 2 FOR INVESTMENT PROFESSIONAL USE ONLY.