Salentica Engage and Envestnet|Tamarac: Working Together
Envestnet|Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting, and customer relationship management software for independent advisors and wealth managers. Envestnet|Tamarac enables investment advisors to run their businesses with greater efficiency, scale, and profitability through our custodian agnostic technology platform and outsourced portfolio management services.
Accessing Envestnet|Tamarac from Within Engage
You don't have to leave Engage to see Envestnet|Tamarac information. Don't lose your place in the CRM or look for the correct website to log into, just push a button! Log into Envestnet|Tamarac, in context, from within Engage. When the component is added to the page layout, a login prompt will authenticate directly to Envestnet|Tamarac. The portfolio-level login button will take you to the portfolio in Rebalancer.
Note: Your data stays secure! Credentials are user-specific. Security permissions are inherited from Envestnet|Tamarac; if the user is not permissioned to view the account or portfolio in Envestnet|Tamarac, they will not be able to access the records through the login button.
FAQs
Q: When does data update in Salentica?
A: Generally we run Data Broker at 9:30 eastern standard time. If you need to adjust this time, please enter a support ticket and we can walk you through how to make this update.
Q: What data points are available from Envestnet|Tamarac?
A:
Please keep in mind, all of these data points might not be mapped into your CRM, and that we frequently update the data points that are available.
Q: How do I request new data points?
A: We are constantly working with our partners to create deeper integrations. If there is a data point that you would like to have brought into the CRM, first check with Envestnet|Tamarac to see if it is currently available. If it is available, reach out to the service team to see if we pull in that data, and how to map it into your CRM.
