Envestnet Proposals in Tamarac

If your firm has an integration with the Envestnet platform, you may be able to view Proposals directly in Tamarac.

Envestnet Managed Products Integration

Learn how to access the Envestnet ENV 2 software from within Tamarac Reporting, including access to a Service Requests report that allow you to link to the ENV 2 Service Request page and Investments page.

Envestnet Service Requests

If your firm has been enabled for ENV 2 integration, you can access the Service Requests report from the Reports menu if you have permission to access it. Administrators can set up the necessary permissions on the User Management page with the Reports | Service Requests permission.

Envestnet Unified Managed Account Integration

See Envestnet UMA accounts and associated sleeve accounts displayed as sleeve groups and accounts in Tamarac for more comprehensive, detailed reporting.

Advisor Credit Exchange

Learn about the loan products available through the Advisor Credit Exchange.