Envestnet Tamarac
Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers. Real-time Veo client data and alerts are available in Tamarac's performance reporting and client portal application, Advisor View™ and in its Microsoft Dynamics® based application, Advisor CRM®.
Integration Features
  • Access critical Veo client data such as account information, balances, positions and history
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