Technology continues to evolve quickly and clients want to easily monitor their financial and investment plans. For these reasons, we have partnered with Envestnet | Tamarac which has been sharply focused on innovating and building one of the leading technologies for more than 20 years. Tamarac’s technology offers you a comprehensive solution to deliver strength in how you track your progress with us.

Tamarac provides you with the necessary tools to:

→ Monitor your investment performance daily using Tamarac’s client on-line portal and mobile app

→ Review your portfolio value for any specific day

→ Interact with portfolio reporting to generate customized reports in PDF format

→ Use Document Vault to hold your most important documents all in one place

→ Create and manage personal budgets

→ Review your financial plan that we build for you

→ Connect outside accounts for a Total Financial View

→ Advice on saving for education or other family goals

Through this technology, we can provide you with cutting-edge reporting, portfolio management and client engagement technology to create a world-class digital experience.