Envestnet Tamarac

Envestnet Tamarac brings planning, portfolio management, trading, reporting, and client engagement together in one connected experience, reducing operational friction and giving RIAs a return on their advisor's day. This connector gives Claude read-only access to select Tamarac data an advisor is already entitled to see, so they can ask questions in plain language. Claude can search for clients, households and accounts by name, then provide a summary of select data points. Useful for researching account information, preparing meeting materials, or analyzing clients and reports across your business.