Envestnet | Tamarac integrates with PCR
11 October 2018 Chicago
Image: Shutterstock
Envestnet |Tamarac has integrated with Private Client Resources (PCR), a provider of wealth data aggregation services.
The new integration is set to enhance the capabilities of advisors on the Tamarac platform by serving investors that have more sophisticated portfolio needs, particularly those offering alternative investments and opening family offices.
PCR’s data aggregation capabilities, including automated alternative and illiquid assets will be integrated into Tamarac’s platform.
Meanwhile, the PCR services are fully bundled and include increased custodial coverage, investment analysis, and ready held-away aggregation.
Additionally, the PCR data services are integrated seamlessly with the Tamarac platform and supported directly by PCR specialists, it was revealed.
Stuart DePina, president of Envestnet | Tamarac, commented: “We're excited to partner with PCR to expand our data feeds and data aggregation focused on alternative investments on the Tamarac platform.”
"We are committed to continuing to enhance our open platform and provide more options that position advisors for success in meeting the needs of their clients."
Bob Miller, CEO of PCR added: "Envestnet | Tamarac is a leading force in helping advisors run their businesses. This integration will offer firms new ways of better serving clients with an efficiently managed total view of their client's investments."
The new integration is set to enhance the capabilities of advisors on the Tamarac platform by serving investors that have more sophisticated portfolio needs, particularly those offering alternative investments and opening family offices.
PCR’s data aggregation capabilities, including automated alternative and illiquid assets will be integrated into Tamarac’s platform.
Meanwhile, the PCR services are fully bundled and include increased custodial coverage, investment analysis, and ready held-away aggregation.
Additionally, the PCR data services are integrated seamlessly with the Tamarac platform and supported directly by PCR specialists, it was revealed.
Stuart DePina, president of Envestnet | Tamarac, commented: “We're excited to partner with PCR to expand our data feeds and data aggregation focused on alternative investments on the Tamarac platform.”
"We are committed to continuing to enhance our open platform and provide more options that position advisors for success in meeting the needs of their clients."
Bob Miller, CEO of PCR added: "Envestnet | Tamarac is a leading force in helping advisors run their businesses. This integration will offer firms new ways of better serving clients with an efficiently managed total view of their client's investments."
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