![]() ![]() “Increasingly we’ve seen a demand for crypto, and searched for options that aligned with our investment strategy and integrated with our core reporting system. ![]() “Wealthspire is always focused on evolving to meet the needs of both our advisors and our clients,” said Michael Moriarty, Chief Investment Officer of Wealthspire Advisors. Mutual clients of Flourish Crypto and Envestnet | Tamarac stressed the importance of the integration. Building off the integration we have had in place for years, we are pleased to continue to work with our partners at Envestnet | Tamarac to provide innovative solutions to advisors, helping them compete while ensuring all of our products are a seamless part of the RIA tech stack.” Cruikshank continues: “At the same time, ensuring that client data flows into existing reporting systems is an operational necessity for many of the RIAs we work with. “Supporting cryptocurrency investing is an imperative for RIAs. A recent survey of high-net-worth individuals found that 91% of HNWIs younger than 40 have investments in digital assets the next generation of investors are paying attention to digital currencies and advisors need to be thoughtful about the space in order to retain current clients and win new prospects,” said Ben Cruikshank, President of Flourish. Flourish Crypto’s integration with Tamarac, which is live and in use today, enables RIAs to meet a growing demand from clients while ensuring that firms can manage crypto within their existing workflows and processes. ![]() Including cryptocurrency data within existing reporting systems is critical for RIA adoption of this emergent asset class. Flourish Crypto and Envestnet | Tamarac have built a direct, custodial integration, allowing RIAs to incorporate Flourish Crypto data into their reporting much like any other asset-from performance to billing-in a simple and secure way.Īdvisors leverage Envestnet | Tamarac to manage client portfolios, support reporting and planning, implement billing, and more. EPAM is Salesforce platinum consulting partner.Flourish, a platform which provides innovative access to financial products that help RIAs secure their clients’ financial futures, today announced that Flourish Crypto, its turnkey, direct-ownership cryptocurrency investing solution built for registered investment advisers (RIAs) and their clients has launched its integration with Envestnet | Tamarac. EPAM has mature Salesforce commerce practice and expertise across full Salesforce ecosystem (consulting, custom application development, systems integration, legacy migration, migration to cloud, implementation of AppExchange apps, support and maintenance) with more than 1200 Salesforce & Mulesoft experts globally. EPAM is listed among the top 15 companies in Information Technology Services on the Fortune 1000, Top 25 World’s Largest Agencies by Ad Age, is recognized to be a strong performer in The Forrester Wave™: Customer Experience Strategy Consulting Practices, Q4 2020, a leader in The Forrester New Wave™: Computer Vision Consultancies, Q4 2020, the leader for post-COVID-19 Growth by Everest Group, is ranked #17 on Consulting Magazine’s global list of the Fastest Growing Consulting Firms measured by revenue growth for EPAM Continuum. EPAM's industry expertise includes automotive & manufacturing, business information services, retail & distribution, healthcare, media, entertainment & telecom, software & hi-tech, energy & utilities, financial services, life sciences, insurance, travel & hospitality, and other emerging sectors. The company's headquarter is located in Newtown, Pennsylvania, and its branches are represented in more than 30 countries. is the world's largest manufacturer of custom software, consulting specialist, resident of the Belarus High Technologies Park.
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