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Home > Data Broker Integrations > DB: Portfolio Management Systems > Envestnet/Tamarac | Data Broker | Engage
Envestnet/Tamarac | Data Broker | Engage
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FAQs

Q: When does data update in Salentica?

A: Generally we run Data Broker at 9:30 eastern standard time. If you need to adjust this time, please enter a support ticket and we can walk you through how to make this update.

 

Q: What data points are available from Envestnet|Tamarac?

A: 

Please keep in mind, all of these data points might not be mapped into your CRM, and that we frequently update the data points that are available.

 

Q: How do I request new data points?

A: We are constantly working with our partners to create deeper integrations. If there is a data point that you would like to have brought into the CRM, first check with Envestnet|Tamarac to see if it is currently available. If it is available, reach out to the service team to see if we pull in that data, and how to map it into your CRM.

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