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I connected with Stephen Seo, Chief Investment Officer of RVW Wealth in Los Angeles to learn about his firm's implementation of the Envestnet | Tamarac platform. We discussed how migrating to the Envestnet | Tamarac platform allowed his firm to reduce the time required to create client reports from eight business days down to just a few minutes, and also discussed how Tamarac trading allows the firm to quickly and efficiently perform tax-loss harvesting in client accounts during rapidly changing market conditions.
Music: Abbot Kinney by Noah Smith, licensed via Soundstripe:
Gear used to shoot this video:
Canon XF400:
Canon G7X Mk II:
Sennheiser G4 lavaliers:
Joby Gorillapod:
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