relLearn More About the MoneyGuide Integration

Learn how to connect MoneyGuide Financial Goal Plans with Tamarac Households and accounts, and all the ways you can use the shared data in both platforms.

Yodlee Integration

You can view outside assets and liabilities on the Net Worth report and in the Assets/Liabilities tab with automatic account aggregation through the Envestnet | Yodlee.

Envestnet Managed Products Integration

Learn how to access the Envestnet ENV 2 software from within Advisor View, including access to a Service Requests report that allows you to link to the ENV 2 Service Request page and Investments page.

Envestnet Unified Managed Account Integration

The integration with Envestnet Managed Products allows you to access Envestnet ENV 2 from within Tamarac Reporting, including the Service Requests report.

Envestnet Proposals in Tamarac

If your firm has an integration with the Envestnet platform, you may be able to view Proposals directly in Tamarac.

Service Requests Report - ENV 2 Integration

If your firm has been enabled for ENV 2 integration, you can access the Service Requests report from the Reports menu if you have appropriate permissions. Administrators can set up the necessary permissions on the User Management page with the Reports | Service Requests role.

Finance Logix Integration

You can access Finance Logix from within Advisor View.