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Envestnet Proposals in Tamarac

Contents

Introduction

Access

Features of the Proposals Page

Enrollment

Permissions

 

Introduction

The Proposal tool in the Envestnet platform lets you create and customize investment proposals for existing and prospective clients. This tool lets you pull together funding information, charts and graphs, risk tolerance, and more to create an investment plan and communicate it with clients.

If you have the integration with Envestnet, you can view and interact with proposals in Tamarac.

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Access

If enabled, you can access Proposals in the Accounts menu under Envestnet.

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Features of the Proposals Page

The Proposals page in Tamarac lets you interact with the current Proposals within Envestnet. With this integration, you can do the following: 

You can also start a new proposal by selecting Create a new Express Proposal in the Actions list. This opens the Proposal tool in a new window.

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Enrollment

If your firm has not been enabled for this feature and would like to be, please contact the Account Management team at TamaracAM@envestnet.com.

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Permissions

Non-administrators can access the Proposals in Tamarac if given access through User Management. Similarly, certain users can have access to the Proposals page revoked. Administrators will also always have access.

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