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BlackRock Integration

Contents

Introduction

BlackRock is a global investment manager and financial technology provider with over $5 trillion in assets under management. This integration allows you to streamline workflows and improve efficiency and security by accessing the BlackRock Advisor Center with single sign-on (SSO) through Tamarac, allowing you to focus on enhancing client service.

The BlackRock Advisor Center is a free tool that supports your portfolio construction and practice management process by enabling you to:

• Manage risk and build better portfolios.

• Deliver value to clients.

• Differentiate your practice.

Enable BlackRock Integration

You must have an authorization on file with Tamarac in order to add the integration. If you have not signed an authorization, contact Tamarac Account Management at TamaracAM@envestnet.com.

Single Sign-On to BlackRock

When you access the BlackRock Advisor Center through Tamarac for the first time, you will be asked to validate your email address. Subsequent single sign-on requests through Tamarac directly log you in to the BlackRock Advisor Center so you won't have to reenter credentials each time.

To access the BlackRock Advisor Center from Tamarac, hover your mouse over your name at the top of the page and click BlackRock Advisor Center.