CHICAGO, Aug. 15, 2017 /PRNewswire/ -- Envestnet |
Tamarac (http://www.tamaracinc.com) has added single sign-on
capability to its existing integration with TD Ameritrade
Institutional's Veo One® custody platform. Independent
advisors can now gain immediate access to client data and reports
in Tamarac's award-winning Advisor View™ portfolio
management application, using contextual links in Veo One to
quickly access client account information in Tamarac and provide a
more seamless portfolio management experience for their
clients.
"Offering contextual linking between our two applications saves
advisors time and improves productivity. This integration aligns
with the way advisors want to work: They can quickly retrieve the
information and data they need to move and act on requests and
provide a higher level of service to their clients," said
Stuart DePina, president of
Envestnet | Tamarac.
The single sign-on functionality builds upon an existing
integration between Envestnet | Tamarac's Advisor
Rebalancing® application and the Veo platform introduced
earlier this year, which enabled advisors to submit trades directly
to TD Ameritrade for straight-through processing from within
Tamarac's trading and rebalancing software. Additionally, advisors
also have the ability to access real-time alerts, holdings,
transactions and account values from TD Ameritrade within Tamarac's
portfolio management application, Advisor View. This new
integration reinforces Tamarac's commitment to helping advisors
drive more efficiencies across their organizations so they can
focus on facilitating meaningful engagements with clients.
"Single sign-on gives our advisors easy access to the resources
and tools they need to provide strategic and actionable insights to
our clients," said Tony Anderson,
president and CEO at ARS Wealth Advisors. "This integration of
these applications is another example of how Tamarac's
innovations help us work more efficiently and demonstrate our value
to our clients."
"Our advanced, open-architecture approach allows for deeper
integrations with widely used technology providers such as
Envestnet | Tamarac," said Jon
Patullo, managing director of technology solutions at TD
Ameritrade Institutional. "Our ongoing collaboration speaks volumes
about how both our organizations are dedicated to helping advisors
leverage technology to work faster and smarter."
Advisor View is a component of Advisor Xi®, Envestnet
| Tamarac's web-based platform for independent RIAs. In addition to
Advisor View, the Advisor Xi suite includes Advisor
Rebalancing®, the industry's leading portfolio
rebalancing and trading application, and Advisor CRM®, a
client relationship management system designed specifically for
independent advisors and built on the trusted Microsoft
Dynamics® CRM platform.
About TD Ameritrade Institutional
TD Ameritrade
Institutional is a leading provider of comprehensive brokerage and
custody services to more than 5,000 fee-based, independent
registered investment advisors (RIAs) and their clients. Our
advanced technology platform, coupled with personal support from
our dedicated service teams, lets RIAs run their practices more
efficiently and effectively while optimizing time with clients. TD
Ameritrade Institutional is a division of TD Ameritrade, Inc., a
subsidiary of TD Ameritrade Holding Corporation. Brokerage services
provided by TD Ameritrade, Inc., member FINRA / SIPC.
About Envestnet
Envestnet, Inc. (NYSE: ENV) is the
leading provider of intelligent systems for wealth management and
financial wellness. Envestnet's unified technology enhances advisor
productivity and strengthens the wealth management process.
Envestnet empowers enterprises and advisors to more fully
understand their clients and deliver better outcomes.
Envestnet enables financial advisors to better manage client
outcomes and strengthen their practices. Institutional-quality
research and advanced portfolio solutions are provided through
Envestnet | PMC, our Portfolio Management Consultants group.
Envestnet | Yodlee is a leading data aggregation and data analytics
platform powering dynamic, cloud-based innovation for digital
financial services. Envestnet | Tamarac provides leading
rebalancing, reporting, and practice management software for
advisors. Envestnet | Retirement Solutions provides retirement
advisors with an integrated platform that combines leading practice
management technology, research and due diligence, data
aggregation, compliance tools, fiduciary solutions and intelligent
managed account solutions.
More than 57,000 advisors and 2,500 companies including: 16 of
the 20 largest U.S. banks, 38 of the 50 largest wealth management
and brokerage firms, over 500 of the largest Registered Investment
Advisors, and hundreds of Internet services companies, leverage
Envestnet technology and services. Envestnet solutions enhance
knowledge of the client, accelerate client on-boarding, improve
client digital experiences, and help drive better outcomes for
enterprises, advisors, and their clients.
For more information about Envestnet | Tamarac's Advisor View,
please visit www.tamaracinc.com and follow @TamaracInc.
Media Contact:
Jill
Lewis
Weber Shandwick
952.346.6279
jlewis@webershandwick.com
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SOURCE Envestnet | Tamarac