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WealthManagement.com·

WealthStack Roundup: Envestnet to Pour $35M Into Tamarac Platform

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The WealthStack roundup highlights significant industry activity, including Envestnet's $35M investment in the Tamarac platform and Smarsh's reporting on AI agent performance. These updates signal ongoing consolidation and technological advancement in advisor-facing platforms, particularly regarding the integration of AI agents into compliance and workflow tools.

Read full article at WealthManagement.com

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