Tamarac Integration Overview
The Tamarac Integration allows you to sync advisor data between Tamarac and your platform, ensuring a seamless flow of information for client management.
To set up the integration, you will need your Envestnet | Tamarac login credentials. Once connected, advisor data will automatically sync, keeping your platform up to date with the latest information from Tamarac.
Connecting Tamarac (Advisor)
Login to your firm's Fynancial back office with your Advisor credentials.
Click on your Profile Image in the top right.
Click on Integrations.
Click the Connect button on the Envestnet (Tamarac) tile.
A field to enter your Token ID will appear.
Get Token ID from Envestnet Portal
Go to your Envestnet | Tamarac Portal and log in with your credentials.
Click on your account in the top right.
Click My Profile.
Under the Integrations header, find the Fynancial tile and click the Generate Token button.
Copy and paste the token into the box in your Fynancial back office and click Connect.
Your connection is established.