How Advisors Use Wealthbox + Tamarac to Run a More Efficient Firm

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Join us for a previously recorded live webinar to see how the integration between Envestnet | Tamarac + Wealthbox allows advisors to access their clients’ Tamarac financial accounts from within Wealthbox. This webinar will cover:

  1. How Tamarac helps investment advisors run their businesses with greater efficiency, scale, and profitability through their custodian agnostic technology platform and outsourced portfolio management services.
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before.
  3. How advisors use the integration between Tamarac and Wealthbox to access account details, holdings, billing information, and custom fields from Tamarac within the Wealthbox Contact Record.
  4. The benefits of the Tamarac and Wealthbox integration, and how to get started with ease.


Dan Miller

Vice President, Product Development

Envestnet | Tamarac

Jomin Bishop

VP of Enterprise Sales


“We're thrilled about the possibilities that the Wealthbox integration brings to our users.”

Dan Miller

Vice President, Product Development Envestnet | Tamarac

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