Envestnet/Tamarac Integration
Consider adding Tamarac as an integration partner. It would allow data from multiple custodians to feed into the system. We currently have 6 other custodians other than Schwab that fee Tamarac that are not represented in Redtail
17
votes
Charles Langowski
shared this idea
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Anonymous commented
In addition to the benefits listed above, we have updated account names within Tamarac to make the accounts easier to identify. This gets pushed to eMoney rather than having an direct feed with the custodian and eMoney. It would be great to keep this structure with Redtail. Much easier.