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.

Create New Tamarac UMAs on Envestnet

Learn how to create a new TUMA account on the Envestnet platform.

Transition Existing Accounts to Tamarac UMAs on Envestnet

With Tamarac’s Envestnet Unified Managed Account (TUMA) integration, you can seamlessly transition existing Tamarac accounts to Tamarac UMAs through the Envestnet Proposal tool.

Proposal Settings for Tamarac Unified Managed Accounts (TUMA)

Learn the settings and steps to create a TUMA-specific Envestnet proposal.

Promote a TUMA Proposal to In Good Order

Learn the steps for how to promote a TUMA proposal to In Good Order (IGO) status.

Manage Tamarac UMAs on the Envestnet Platform

Learn how to access the Envestnet platform from Tamarac in order to manage your TUMA accounts. Also find out where to learn more.

Find and Filter Tamarac UMAs

You can use saved searches to locate and report on a TUMA‘s parent account and sleeves in Tamarac.

Report on Tamarac UMAs

Sleeve reporting greatly enhances familiar reports on Tamarac to provide you with information such as performance, holdings, and asset allocation for the individual managed portfolios inside a TUMA.

Set Up a Tamarac Advisor to Access the Envestnet Platform

Learn how Home Office administrators can set up Tamarac advisors on the Envestnet platform to use TUMA accounts.

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 platform from within Tamarac Reporting, including access to a Service Requests report that allow you to link to the Envestnet Service Request page and Investments page.

Envestnet Service Requests

If your firm has been enabled for Envestnet platform 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.

Advisor Credit Exchange

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