We’ve recently teamed up with Envestnet’s Tamarac to provide a more streamlined experience between eMoney and Tamarac.
You can increase efficiency by accessing Tamarac features, reports, and client information straight from your eMoney platform, which removes some of the common obstacles that occur when transitioning between applications.
Additional functionality now available with the Tamarac integration includes:
- Single sign-on from eMoney to Tamarac for both advisors AND clients.
- Access to Tamarac’s powerful performance, reporting tool, and online communications.
- Streamlined access to portfolio performance reports for clients.
Check out a demo of the Tamarac integration to see how you can run your business with greater efficiency, scalability, and profitability.