Empowering Clients with Interactive Financial Planning Tools by Envestnet

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Empowering Clients with Interactive Financial Planning Tools by Envestnet | Tamarac

Transforming Financial Planning

Envestnet | Tamarac offers a comprehensive financial planning solution that empowers both financial advisors and their clients. The platform provides interactive engagement tools that enable clients to actively participate in the planning process, making their financial dreams a reality. From foundational to sophisticated planning, advisors can easily engage clients through micro and holistic experiences, ensuring that every aspect of their financial journey is covered.

Collaborative Approach

One of the key features of Envestnet | Tamarac's financial planning software is its co-creative design. The ecosystem allows advisors to effectively collaborate with clients in the creation and upkeep of their plans. This collaborative approach ensures that clients feel empowered and engaged throughout the planning process, leading to better outcomes and deeper adoption of the financial advice provided.

Configurability and Scalability

Envestnet | Tamarac's financial planning offering is highly configurable, allowing advisors to tailor the plans to meet the unique needs and goals of each client. Dynamic configurations enable advisors to build and scale their ideal financial planning solutions, ensuring that they can adapt to changing client circumstances and market conditions effectively.

Interactive Client Engagement

A standout capability of the platform is the Play Zone®, a unique interactive feature that allows advisors and clients to vary plan elements that are within their control, such as retirement age or savings goals, and instantly see the impact of these changes. This interactive engagement tool makes financial planning more transparent and engaging for clients, leading to better understanding and decision-making.

Success Story: KeyBank

Envestnet | Tamarac's client-led planning tool, MyBlocks, has transformed the way KeyBank engages with its mass affluent retail clients. By leveraging this interactive planning tool, KeyBank averaged over 300 referrals per week, showcasing the power of client-centered financial planning solutions. The success story of KeyBank highlights the effectiveness of Envestnet | Tamarac's platform in driving client engagement and business growth.

Innovative Financial Planning Software

Envestnet | Tamarac stands out as a leader in the financial planning software industry, offering a suite of tools and capabilities that enable advisors to deliver personalized and impactful financial plans to their clients. The platform's focus on interactive engagement, collaboration, configurability, and scalability sets it apart as a comprehensive and effective solution for financial advisors looking to empower their clients and drive business growth.

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Empowering Financial Advisors with Envestnet | Tamarac

Envestnet's Mission and Client Reach

Envestnet, Inc. and its subsidiaries are dedicated to transforming the delivery of financial advice and insights by empowering financial advisors and service providers through innovative technology, solutions, and intelligence. As of December 31, 2023, Envestnet's client base boasts over 108,000 advisors, major U.S. banks, wealth management firms, RIAs, and FinTech companies. These clients leverage Envestnet's technology and services to drive superior outcomes for their enterprises, advisors, and clients. Envestnet's goal is to expand a holistic financial wellness ecosystem that enhances client services.

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Envestnet | Tamarac: Celebrating Client Success Stories

Client Success Stories

Envestnet | Tamarac celebrates 25 years by highlighting the success stories of their clients who have leveraged the platform to manage wealth effectively. Various clients from different locations, including LibertyFi in Birmingham, Alabama, Park Avenue Securities in New York City, NY, and Osaic in Phoenix, AZ, share their journey to success with the help of Envestnet's technology solutions. Alli Jordan of LibertyFi, for instance, showcases how the platform empowered advisors across the U.S. while Park Avenue Securities emphasizes how technology, teaming, and relationships contribute to driving business. Osaic, through partnership and growth, is also leading the way for advisors to capitalize on essential Envestnet technology.

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Envestnet | Tamarac: Enhancing Financial Institutions through Data Intelligence

The Data Intelligence Advantage

Envestnet | Tamarac offers financial institutions a cutting-edge advantage in data intelligence, with 16 of the 20 largest U.S. banks already utilizing their services. Through a comprehensive ecosystem of technology, solutions, and intelligence, Envestnet empowers financial institutions to achieve increased efficiency and deliver the Intelligent Financial Life™ experience to their clients.

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Envestnet | Tamarac Wealth Data Platform: Revolutionizing Financial Management

Introduction to Envestnet | Tamarac

Envestnet | Tamarac is a leading wealth management platform that offers cutting-edge solutions for financial advisors and firms. With a focus on providing comprehensive tools to streamline operations and enhance client engagement, Tamarac's platform is designed to revolutionize financial management. By leveraging advanced technology and innovative features, Envestnet | Tamarac empowers advisors to deliver personalized, data-driven insights and optimize their clients' financial well-being.

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Envestnet | Tamarac: Revolutionizing Wealth Management Platforms

Innovative Technology Solutions

Envestnet | Tamarac has established itself as the premier technology provider, offering innovative platforms that cater to the diverse needs of the wealth management industry. Recognized for its cutting-edge solutions, Envestnet has been awarded the best technology provider for its innovative platforms, making it the go-to partner for industry professionals.

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