Cassaday Tamarac Portal Walkthrough
About This Update
We're excited to share that the Cassaday Tamarac Client Portal is receiving an update, going into effect on June 5th, 2026.
This refresh is focused entirely on design and navigation. Your data, accounts, and access remain exactly the same.
Whether you're reviewing your portfolio allocation, accessing year-end documents, or exploring your full net worth, these enhancements are designed to make the experience cleaner, more intuitive, and easier to navigate.
To help with the transition, Cassaday's Tech team has created the following resources:
- A walkthrough video of the updated portal
- An AI Portal Assistant that can answer questions about the update
We also welcome you to reach out to our Tech team for assistance at tech@cassaday.com.
See the Portal in Action
Watch the walkthrough below for a full tour of the updated portal. To view details on specific portal updates, click the links under "Chapters" on the right-hand side of the video.
Please note: the account in this video is hypothetical and doesn’t reflect actual client positions or investment performance.
Chapters
0:00 — Welcome 0:41 — Dashboard 4:07 — Performance 7:23 — Summary 8:27 — Activity 9:29 — Allocation 10:28 — Flows 12:44 — Holdings 21:58 — Accounts 23:20 — Team 23:56 — Closing
Have a Question? Ask Our AI Portal Assistant.
Our AI Portal Assistant was thoughtfully designed by our team with our clients in mind, helping make the transition to the updated portal as simple and intuitive as possible. It can serve as a convenient first stop for common questions about portal features and functionality, such as "How do I customize a dashboard widget?" or "How do I export tax documents?"
While the Assistant can help answer many common questions, it is designed to complement, not replace, the personalized guidance and support you receive from our team. If you need assistance, please contact our Tech team at tech@cassaday.com.
Mobile App Access
As a reminder, the Client Portal is also accessible through the Tamarac mobile app, available for download on both iOS and Android devices. You can download the mobile app by searching Envestnet Client View.
To log into this app, you will use your existing Cassaday Tamarac portal credentials and enter Cassaday as the Portal Code.
If you have any questions, please don't hesitate to reach out to tech@cassaday.com.
