Yes, we are a TAMP, but we also work with other TAMPs by providing tactical models.
If you saw the press release this morning, you know that Potomac has seen nearly 1000% YOY growth on the Envestnet platform. Other firms have asked how we’ve grown in this environment, so we decided to dedicate this podcast to discuss the what, why, and how:
- What exactly is Envestnet?
- Why has Envestnet been successful?
- How does Potomac work with Envestnet?