Envestnet | Tamarac and Canoe Intelligence automate alternative investment document delivery for shared wealth management clients
New integration eliminates manual document handling, giving advisors and their clients a single view of tax documents for alternative investments directly in Tamarac’s portal
BERWYN, Pa., October 28, 2026 – Envestnet, the leading Adaptive WealthTech company, today announced a new document integration between Tamarac, the portfolio reporting, trading, rebalancing, and CRM platform for registered investment advisors, and Canoe Intelligence (“Canoe”), a Bloomberg company and the intelligence infrastructure for alternative investments. The integration automates delivery of alternative investment tax documents, including K-1s and K-2s, directly into Tamarac’s Advisor Portal, where advisors can push them to their clients’ portals with a single step.
Alternative investments now sit alongside public holdings in nearly every wealth portfolio, but the paperwork behind them hasn’t kept pace. K-1s and other fund documents typically arrive scattered across GP portals, emails, and mail, forcing advisors to track them down, download them, and upload them manually before clients ever see them. Canoe already serves as the collection point for those documents. This integration extends that value one step further, delivering them straight into the same portal advisors and clients already use for their public market holdings.
“We are strengthening our alternative investment infrastructure and capabilities by integrating with partners to broaden the range of alts data available to advisors across our platform,” said Todd Rais, Group Director, Investment Products & Services at Envestnet. “Canoe is a leader in the alternative investment data space, and this integration gives our shared clients a faster, more complete view of their clients’ full portfolios, public and private, in one place.”
“Advisors shouldn’t have to leave their workflow to piece together a client’s full portfolio,” said Zack Helgeson, Head of Product at Canoe. “This integration takes the manual work of collecting and delivering alts documents off advisors’ plates entirely, and it gives their end clients centralized access to those documents in one place through the Tamarac client portal, so advisors can spend that time where it matters: with clients.”
Canoe and Envestnet | Tamarac share more than two dozen mutual clients today, all of whom can enable the integration at their discretion. Once turned on, documents flow automatically via API, with no manual upload or re-entry required on either side. The launch builds on the automated data feed the two companies built together last year, further deepening a partnership focused on removing friction from how advisors manage alternative investments.
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About Envestnet
Envestnet is the leading Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client’s financial life. Backed by 25 years of experience and nearly $8.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs.
For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Stay connected with us for the latest updates and insights on LinkedIn and X (Envestnet_).
To learn more about Tamarac, Envestnet’s portfolio reporting, trading, rebalancing, and CRM platform for RIAs, please visit https://www.envestnet.com/tamarac.
Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc.
Canoe Intelligence and Envestnet are separate and unaffiliated firms. This material should not be construed as a recommendation or endorsement of any particular product, service, individual or firm.
About Canoe Intelligence
Canoe Intelligence (“Canoe”) a Bloomberg company, is the intelligence infrastructure powering how the world invests in alts. Our AI-native platform automates the manual data processing, cutting operational costs and risk while future-proofing alts infrastructure for long-term growth. Timely, accurate, and comprehensive data arms investment teams to act with the decisiveness of public markets. With Canoe, it’s all about making Alts, smarter. Learn more at www.canoeintelligence.com.
MEDIA CONTACTS:
For Envestnet:
[email protected]
For Canoe Intelligence:
Betsy Miller Daitch
+1 443-690-6200
[email protected]
