Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

Advisor View | Tamarac | Envestnet

Advisor View provides actionable insights into your client portfolios. Each team member can define a custom reporting dashboard and view dynamic reports by advisor, household, firm, or any custom grouping that best supports how they service their clients. Easily edit and run dynamic reports and drill down to actionable account details. Advisor View also calculates daily intervals, giving you the flexibility to view information for any date range.

Envestnet | Tamarac
  • Performance Reports
  • Client Engagement
  • Risk Analysis
  • Alternative Investment Monitoring
  • Billing
Envestnet | Tamarac

Companies that integrate with Advisor View

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

No partnership categories yet.

Open to forming a new partnership? Contact and we’ll help you facilitate integrations that will grow your business.

Envestnet | Tamarac

Get instant integration assistance

It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.