RIA Tech Highlight – Envestnet Tamarac
Envestnet, Inc is one of the most comprehensive technology providers for RIA firms. Envestnet | Tamarac offers many solutions including a client portal, CRM and a platform for reporting, billing, and trading. Envestnet | MoneyGuide is now under the Envestnet umbrella. Quick Facts of Envestnet Tamarac: • +1,000 independent RIA firms use Tamarac • Collectively […]