Envestnet enhances its Tamarac wealth management platform by integrating Canoe Intelligence, automating the ingestion and delivery of alternative investment tax documents for advisors.
Envestnet announces new integration with Canoe Intelligence to automate alternative investment document delivery, enhancing its Tamarac platform's value proposition.
Canoe Intelligence partners with Envestnet Tamarac to automate alternative investment document delivery, expanding its distribution reach.
Envestnet has launched a strategic integration with Canoe Intelligence to automate the delivery of alternative investment tax documents. The partnership streamlines workflows within the Tamarac platform, providing advisors and clients with a unified view of complex asset data.
The integration automates the delivery and management of alternative investment tax documents, allowing them to be viewed directly within the Tamarac advisor portal.