• CLIENT ACCESS •
Envestnet provides a secure portal for Tamarind Financial Planning clients to view their investment allocation, investment performance history and to download their quarterly performance reports.
eMoney provides a secure portal for Tamarind Financial Planning clients to view their current financial planning assumptions and results as well as a Vault for document sharing.
San Mateo Office: 1900 S. Norfolk, Suite 350 • San Mateo, CA 94403
Palo Alto Office: 530 Lytton Ave, 2nd Floor • Palo Alto, CA 94301
Email: [email protected]