Envestnet | Tamarac Announces Integration With Practifi, a Business Management Platform for Financial Advice and Wealth Management
The combination of portfolio accounting and business management tools form the backbone of advisory technology and represent one of the greatest opportunities for efficiency gains for firms. This partnership extends the available options beyond the Microsoft Dynamics based Tamarac CRM and both firms are committed to deep integration across Tamarac's portfolio management and rebalancing applications.
"We're delighted to make this integrated solution available to RIAs," said
"With clients in multiple global markets, we see the immense value of a tightly integrated ecosystem of core technologies for RIAs. Tamarac is an ideal strategic addition to our comprehensive ecosystem of partners," said
"Firms using the integrated solution will receive preferential pricing for the first year, and will benefit from the continuous evolution of all platforms," added Anderson. "With Tamarac's comprehensive technology solution, RIAs can now access leading technology for every aspect of their business."
With offices in
Built with a single-minded focus on clients' growth, Practifi helps RIAs, family offices and brokers-dealers manage clients, partners, providers, and centers-of-influence. Backed with powerful workflow automation, deep management reporting and a growing ecosystem of partners, Practifi is a refreshingly straightforward industry solution with a clean, intuitive interface.
To learn more, visit www.practifi.com.
Envestnet Wealth enables enterprises and advisors to better manage client outcomes and strengthen their practices through its leading Wealth Management Operating System and advanced portfolio solutions.
More than 3,500 enterprises and over 96,000 advisors including: 16 of the 20 largest U.S. banks, 43 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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