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Home > Tamarac Reporting > Integrations > Wealth Management Integrations > Wealth Access Integration
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Wealth Access Integration
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.
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.
To complete integration setup, please contact Wealth Access.