Envestnet Tamarac
Tamarac Advisor Rebalancing delivers more than portfolio rebalancing. Advisor's can automate their model portfolio construction and management, monitor their accounts for trading triggers, make tactical trades, execute trades directly with their custodian, and reconcile trades from the previous day with the click of a button.
Integration Features
  • Access critical Veo client data such as account information balances, positions and history and straight through trading capabilities
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