Contents

Introduction Enrollment Set Up Wealth Access Integration

 

Introduction

Tamarac Reporting integrates with Wealth Access, a financial technology firm providing client portal and account aggregation services.

If you use both Tamarac and Wealth Access, this one-way integration allows you to view Tamarac Reporting holdings and account data for client accounts within Wealth Access, with data updated nightly.

Enrollment

You must have a current API agreement on file with Tamarac in order to add the connection to Wealth Access. If you have not signed an API agreement, contact Tamarac Account Management at TamaracAM@envestnet.com.

Set Up Wealth Access Integration

To complete integration setup, please contact Wealth Access.