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Envestnet Managed Products Integration

Contents

Introduction

If you have the Envestnet ENV 2 application for automated processing of separately managed accounts, you can use the ENV 2 integration with Tamarac Reporting to sign in and open Envestnet directly and to see Service Requests while still in Tamarac Reporting.

This integration is comprised of two parts: you can use it to simply open the Envestnet platform from Tamarac Reporting, or you can see Envestnet Service Requests within Tamarac Reporting.

To take advantage of this feature, please contact the Account Management team (TamaracAM@envestnet.com).

Open Envestnet from the Menu Bar

You can open your Envestnet home page directly from anywhere in Tamarac Reporting.

When the integration is enabled, click on your user name in the menu and click Envestnet Managed Products to open the main Practice page at Envestnet. All users enabled with the integration will have access to this feature.

See Service Requests in Tamarac Reporting

The Service Requests report allows you to see your Envestnet Service requests right within Tamarac Reporting, with the option to use contextual linking to jump directly to the applicable Envestnet ENV 2 page with the click of a button.

For more information, see Envestnet: Service Request Report.