WealthStack Roundup: Envestnet's Tamarac Unveils Trading Oversight Tools; Jump Launches AI Associate for Advisors

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Wealthtech provider Envestnet’s Tamarac unit released enhancements to its platform that expand trading oversight capabilities, improve reporting flexibility and present a redesigned mobile client experience for RIA firms. The first quarter 2026 technology release introduces selective sync functionality, improved account search tools, a refreshed billing user interface and new grouping options i ...

WealthStack Roundup: Envestnet's Tamarac Unveils Trading Oversight Tools; Jump Launches AI Associate for Advisors - Reportify