Envestnet Upgrades Tamarac Platform to Centralize Advisor Workflows

The R3 2026 rollout introduces significant design and automation capabilities to Report Studio, the platform's primary report-building tool. Advisors can now create branded, multi-page reports with custom backgrounds and utilize new data points, such as MOIC and standard deviation metrics. The update also integrates AI-assisted tools, including a migration feature for legacy templates and a data analyst agent capable of processing natural-language queries.

Beyond reporting, the release bridges the gap between planning and execution. By embedding MoneyGuide dashboards directly into the Tamarac interface, the company allows advisors to review net worth and asset allocation summaries without exiting their primary workflow. The Tamarac CRM has also received structural improvements, including synced cash and security reserves from Tamarac Trading and expanded beneficiary role support for Schwab accounts. These changes are intended to consolidate the user experience, ensuring that client-facing portals and internal records reflect consistent, advisor-defined branding and data accuracy.