Company: Envestnet | Tamarac
Category: Technology Providers - Rebalancing
Initiative: Advisor Rebalancing
Envestnet | Tamarac’s Advisor Rebalancing application delivers a range of useful features to advisors, including advanced model portfolio management, monitoring, rebalancing, trading and real-time pricing.
New features of the Advisor Rebalancing application include a new dashboard and home screen that quickly gathers and filters key information for advisors such as saved search results a tally of accounts and groups and their AUMs. The application also offers a suite of services that go beyond simple portfolio rebalancing. Users can automate model portfolio construction and management, monitor accounts for trading triggers and execute trades directly with a broker.
Advisor Rebalancing has gained traction, with more than 600 independent RIA firms using the application to manage in excess of $330 billion in assets for more than a million clients.
About the Company
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance, and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective, and fully-aligned standard of care.
Envestnet | Tamarac’s web-based platform for independent RIAs, Advisor® Xi, deeply unifies portfolio management, modeling, rebalancing, trading, billing, and reporting with a client portal and enterprise-level client relationship management (CRM) system.