BlackRock Integration

Learn how to use single sign-on in Tamarac to access BlackRock Advisor Center.

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 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.

Envestnet Managed Products Integration

The integration with Envestnet Managed Products allows you to access Envestnet ENV 2 from within Tamarac Reporting, including the Service Requests report.

Envestnet Service Request Report

The integration with Envestnet allows you to access the Envestnet ENV 2 Service Requests report from the Reports menu.

Wealth Access Integration

See the latest Tamarac account and holdings data in Wealth Access.