Envestnet | Tamarac has announced a new integration with Private Client Resources (PCR) that will enhance the capabilities of advisors on the Tamarac platform serving investors that have more sophisticated portfolio needs, especially those offering alternative investments and/or operating family offices.
The collaboration will integrate PCR's unique data aggregation capabilities, including automated alternative/illiquid assets, into Tamarac's award-winning platform.
The PCR services are fully bundled, including increased custodial coverage, investment analysis and ready held-away aggregation.
The PCR data services are integrated seamlessly with the Tamarac platform and supported directly by PCR specialists.
"We're excited to partner with PCR to expand our data feeds and data aggregation focused on alternative investments on the Tamarac platform," said Stuart DePina, President of Envestnet | Tamarac.
"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 said "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."
Other benefits to advisors include a statement of alternative investments, a dashboard providing a reconciliation of data feeds and business intelligence updates.
Stuart DePina will be discussing the PCR-Envestnet | Tamarac integration as a keynote speaker at the PCR NEXT | 2018 conference in New York on October 11, 2018.
