Envestnet | Tamarac Introduces iOS and Android Mobile App for Award-Winning Client Portal
The mobile app will enable Registered Investment Advisers (RIAs) to seamlessly share financial data and engage their clients on their iOS and Android mobile devices with a portfolio dashboard, financial reports, net worth updates, budgeting tools (coming later in 2018), and files in the document-vault storage system.
"Mobile's now a necessity for advisors looking to demonstrate their value to clients in today's digital environment," said
The easy set-up of the mobile app is a key benefit for RIAs. Advisors don't have to configure or create new pages because the mobile app accesses all the existing client portal settings and preferences that the advisor already set up for each client. Clients simply download the mobile app, log in with their same client portal credentials, and get instant access to an optimized mobile experience of their portal.
The mobile app offers the same level of rigorous security available in the desktop portal, with dual-factor authentication. Additionally, the iPhone version integrates Face ID facial recognition security.
Tamarac offers two versions of the mobile app: standard or premium. The standard app, called WealthView™, uses Tamarac-branded images and naming and is free to RIAs and their clients. The premium app allows advisors to customize the app to reflect their firm's brand, including logo and name.
The mobile app includes benefits such as the ability to:
- Receive and view new files "on the go" with Tamarac's mobile-friendly document vault optimized for seamless advisor-client interactions.
- Easily add and edit assets and liabilities, including linking to outside accounts, and view in updated net worth report.
- Log in as an advisor and view the mobile app as any of your clients with an active portal.
- See and contact support team members at RIA firm. Clients can take advantage of easy-to-use mobile features such as tapping contact information to call or email team members and launching maps to get directions.
More than 59,000 advisors and 2,900 companies including: 16 of the 20 largest U.S. banks, 39 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisors, and hundreds of Internet services companies, leverage
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