Envestnet Enhances Tamarac Platform with Improved Reporting Tools and CRM Integration
Envestnet has released its third technology update of 2026 for the Tamarac platform, focusing on improved reporting capabilities and deeper integration between trading data and customer relationship management (CRM) tools. The enhancements include expanded features in Report Studio to allow advisors greater flexibility in creating branded client reports with custom backgrounds, new financial metrics such as MOIC and Standard Deviation, and a centralized Data Management tab for easier customization. The update also introduces tighter connectivity between Tamarac Trading and CRM systems, reducing the need for advisors to switch between platforms. Additional features include AI-assisted reporting tools in beta, improved chart styling options, and new billing statement integration within reports. These updates aim to streamline workflows and improve client communication by providing a more unified view of account data. Ryan Bamert, Principal Director of Product Management at Envestnet, emphasized the importance of integrated systems for advisors who want to focus on client relationships rather than reconciling disparate data sources.
Topics: client portal enhancements CRM integration portfolio reporting wealthtech