A leading provider of integrated, web-based portfolio management platform for independent advisors and wealth managers. Disclosure: https://xitter.cf/t.co/e47Vg9DQeg
Berwyn, PA
Joined February 2009
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How do you grow your firm while keeping advice personal and daily operations efficient? Our RIA Roadshow stopped at @AB_insights's NYC Office and put that question in focus. Together, we’re helping advisors meet the moment. Check out our next stops: bit.ly/4AWVLuH
ALT Three individuals are seated on a stage with a black backdrop featuring a large "AB" logo. They are engaged in a discussion, each dressed in business attire. The setting appears to be a modern conference or panel event.
ALT A group of people are seated at round tables in a conference room. Two individuals appear to be leading the discussion in front of a large screen displaying the "AB" logo. The room is modern with a city view through large windows.
ALT A panel discussion is taking place in a conference room. Two individuals are seated on stage with a logo reading "AB" on the backdrop. Several attendees are seated in the foreground.
ALT A group of people sits around tables in a modern conference room with a presentation area at the front. A "AB" logo is displayed on the wall, and attendees appear engaged in discussion.
In this webinar, we explored how RIAs can assess their current technology and operating models, identify opportunities to improve efficiency, and build a stronger foundation for growth. bit.ly/4yCcvFS
The Next Era of Tamarac is coming to Chicago and Newport Beach! Join us this November to see what’s here, what’s next, and how Tamarac is evolving to help advisors meet the moment.
Save your spot: bit.ly/4y7U9MO
Reporting isn’t just an administrative task; it’s one of the largest untapped sources of capacity in an advisor’s business. We're fixing that and helping clients meet the moment with our latest Report Studio enhancements: bit.ly/4xM2Jkd
What would you do with 1,077 extra hours a year? Report Studio helps advisors create client-ready reports with greater control, then deliver them digitally or as polished PDFs. Spend more time preparing for meaningful client conversations: bit.ly/4xM2Jkd
As part of @Envestnet_'s third technology release of 2026, our enhancements allow advisors to meet the moment with flexibility in reporting, a more organized Client Portal experience, and deeper connectivity across Tamarac Trading, CRM, and MoneyGuide: bit.ly/4rb2bls
Every hour spent assembling information is an hour not with a client. Our new integration connects @ENVTamarac + @ENVMoneyGuide with @AnthropicAI. Access household summaries and financial plan snapshots through natural language. bit.ly/4ipeGaY
#FutureProof Booth 608
RIAs are building the future—but they’re short on time. We’re investing in the Next Era of Tamarac with connected data, streamlined workflows, modern reporting, flexible integrations, and AI. Visit booth #608 at FutureProof to see what’s next, including Report Studio.
Envestnet | Tamarac retweeted
Envestnet has entered into a definitive agreement to acquire @Vestmark, a premier provider of portfolio management technology, institutional-grade trading, tax transition capabilities, and outsourced investment management services. bit.ly/4yt5VkD
Tamarac’s Summer 2026 Release brings new ways to personalize reporting, work with data, and connect key workflows across the platform. See what’s new: bit.ly/463ZTek
Headed to Future Proof next week? Stop by booth #608 to hear about these enhancements from our team!
@Envestnet has more than doubled its technology investment in Tamarac, including a completely rebuilt reporting system, expanded Custom Model Solutions, full MoneyGuide integration, and embedded AI to help RIAs save time and meet the moment with clients. bit.ly/4qV0NDw
RIAs are changing how planning is packaged and valued.
New data shows RIAs are more likely to:
• Charge for every plan
• Use ongoing retainer models
The bigger shift? From bundled → explicit, occasional → ongoing, time-based → value-based. bit.ly/4ibAcQp
In this episode of Inside WealthTech, Envestnet’s Blake Wood, Head of Strategic Partnerships, talks with Eric Dziewiontkoski, Head of Product for Direct Advisory Suite at Morningstar, about what AI means for the modern RIA. bit.ly/4gdgLDS
In this discussion, Envestnet and @DatosInsights explore the trends reshaping today’s RIA landscape, common operational challenges firms encounter as they scale, and key considerations for evaluating a technology stack. bit.ly/4hwfTwz
Growth isn't just about gathering more assets. It's about building a business that's efficient, resilient, and positioned for the future. Read Sean Meighan's full interview with @FAMagazine: bit.ly/4hvq98q
Trading matters, but it may not be where RIAs create the most value. UMAs can act as virtual trading desks, helping firms centralize workflows, scale execution, and create more capacity for advisors to focus on clients, planning, and growth. bit.ly/4g6amKP
Super users don’t simply trade better. They build systems that trade for them.
See how models, cash discipline, tax controls, asset location, and saved searches can help RIAs work more efficiently with Envestnet | Tamarac: bit.ly/4fH73e5
In this episode of Inside WealthTech, Keebeck's Founder and CEO @BruceKLee3 shares how technology helps teams serve more clients without sacrificing the client experience and where AI belongs in a relationship built on trust. bit.ly/4x0K2Ze
Many firms discover that growth and efficiency are deeply connected.
Reducing operational work creates capacity for growth—not just more work. That's one reason Unified Managed Accounts have become part of many firms' scaling strategy.
Learn how: bit.ly/4gR0SVN
Performance fees, underlying fund expenses, hurdle rates, and high-water marks can all affect investor outcomes and should be part of every advisor's due diligence process. Download our Primer on Private Market Fees to strengthen your understanding: bit.ly/44EZ6Qh
Private market fees can be complex. This guide explains management fees, incentive fees, hurdle rates, high-water marks, AFFE, and more so advisors can better assess what investors are paying for. bit.ly/4wPOmKN